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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 | $19,339 | $95,188-79.7% | $76,518-74.7% | $135,379-85.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -12.21% | 4.85%-17.1pp | -0.27%-11.9pp | 519.79%-532.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,924 | $4,640+6.1% | $3,836+28.4% | $5,609-12.2% |
| Admin fee / account holder | $879 | $6,249-85.9% | $4,849-81.9% | $10,828-91.9% |