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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,400 | $100,279-83.6% | $81,353-79.8% | $145,884-88.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -18.50% | 34.49%-53.0pp | 24.82%-43.3pp | 551.85%-570.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,360 | $4,611+37.9% | $3,885+63.7% | $6,690-4.9% |
| Admin fee / account holder | $533 | $8,206-93.5% | $5,766-90.8% | $13,392-96.0% |