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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 | $38,442 | $163,671-76.5% | $155,556-75.3% | - |
| Participation rate | 74.7% | 63.4%+11.4pp | 78.2%-3.5pp | - |
| Annual return | -22.08% | 19.35%-41.4pp | 64.84%-86.9pp | - |
| Employer contribution / active EE | $10 | $2,499-99.6% | $4,675-99.8% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,631-100.0% | - |
| Admin fee / account holder | $1,613 | $97,433-98.3% | $15,885-89.8% | - |