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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 | $19,604 | $77,638-74.7% | $156,551-87.5% | $62,881-68.8% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | -4.68% | 50.33%-55.0pp | 32.23%-36.9pp | 20.14%-24.8pp |
| Employer contribution / active EE | $200 | $3,444-94.2% | $5,501-96.4% | $2,281-91.2% |
| Participant deferral / active EE | $1,367 | $3,046-55.1% | $4,871-71.9% | $3,203-57.3% |
| Admin fee / account holder | $1,414 | $5,561-74.6% | $13,028-89.1% | $4,296-67.1% |