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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 | $22,452 | $54,370-58.7% | $82,763-72.9% | $68,490-67.2% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+23.9pp |
| Annual return | -20.10% | -13.67%-6.4pp | 702.45%-722.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,631 | $3,247-19.0% | $4,395-40.1% | $4,028-34.7% |
| Admin fee / account holder | $707 | $4,398-83.9% | $5,325-86.7% | $5,403-86.9% |