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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 | $28,189 | $82,674-65.9% | $125,381-77.5% | $68,486-58.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -20.59% | -5.97%-14.6pp | 572.31%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $359 | $3,382-89.4% | $4,815-92.5% | $2,597-86.2% |
| Participant deferral / active EE | $4,374 | $6,111-28.4% | $7,448-41.3% | $4,028+8.6% |
| Admin fee / account holder | $599 | $6,277-90.5% | $10,007-94.0% | $5,404-88.9% |