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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 | $25,844 | $45,566-43.3% | $64,105-59.7% | $59,633-56.7% |
| Participation rate | 73.7% | 60.2%+13.5pp | 68.2%+5.5pp | 68.7%+5.0pp |
| Annual return | -7.61% | 4.95%-12.6pp | 791.24%-798.9pp | 2041.40%-2049.0pp |
| Employer contribution / active EE | $82 | $934-91.2% | $1,820-95.5% | $2,203-96.3% |
| Participant deferral / active EE | $3,713 | $2,057+80.5% | $2,822+31.6% | $3,192+16.3% |
| Admin fee / account holder | $578 | $3,268-82.3% | $4,499-87.2% | $4,297-86.6% |