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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 | $15,053 | $75,962-80.2% | $154,108-90.2% | $64,173-76.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | -8.56% | 30.32%-38.9pp | 735.21%-743.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,032 | $3,175-4.5% | $5,081-40.3% | $3,470-12.6% |
| Admin fee / account holder | $404 | $5,589-92.8% | $13,411-97.0% | $4,887-91.7% |