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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 | $20,204 | $43,730-53.8% | $121,220-83.3% | $64,173-68.5% |
| Participation rate | 78.8% | 58.3%+20.4pp | 71.8%+7.0pp | 69.6%+9.2pp |
| Annual return | -8.28% | 68.94%-77.2pp | 16.94%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $977 | $2,281-57.2% | $3,345-70.8% | $3,470-71.8% |
| Admin fee / account holder | $1,139 | $3,502-67.5% | $5,021-77.3% | $4,887-76.7% |