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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 | $23,106 | $54,357-57.5% | $82,706-72.1% | $68,495-66.3% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -23.33% | -13.67%-9.7pp | 701.76%-725.1pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,862 | $3,246+80.6% | $4,394+33.4% | $4,028+45.6% |
| Admin fee / account holder | $687 | $4,396-84.4% | $5,329-87.1% | $5,403-87.3% |