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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 | $34,180 | $82,678-58.7% | $125,391-72.7% | $68,490-50.1% |
| Participation rate | 84.4% | 75.1%+9.4pp | 82.4%+2.1pp | 67.9%+16.5pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $49 | $3,382-98.6% | $4,816-99.0% | $2,597-98.1% |
| Participant deferral / active EE | $6,357 | $6,111+4.0% | $7,448-14.6% | $4,028+57.8% |
| Admin fee / account holder | $1,103 | $6,277-82.4% | $10,009-89.0% | $5,403-79.6% |