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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 | $20,991 | $95,188-77.9% | $76,518-72.6% | $135,380-84.5% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -16.46% | 4.85%-21.3pp | -0.27%-16.2pp | 519.81%-536.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,616 | $4,640+64.1% | $3,836+98.5% | $5,609+35.8% |
| Admin fee / account holder | $1,362 | $6,249-78.2% | $4,849-71.9% | $10,828-87.4% |