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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 | $20,154 | $105,866-81.0% | $90,766-77.8% | $134,545-85.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -21.49% | -10.99%-10.5pp | -12.16%-9.3pp | 418.37%-439.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,042 | $5,217-41.7% | $4,565-33.4% | $6,401-52.5% |
| Admin fee / account holder | $2,153 | $13,938-84.6% | $8,446-74.5% | $11,431-81.2% |