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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 | $19,897 | $57,352-65.3% | $83,830-76.3% | $64,173-69.0% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -9.02% | 11.38%-20.4pp | 850.97%-860.0pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,920 | $2,993-35.9% | $4,082-53.0% | $3,470-44.7% |
| Admin fee / account holder | $5,162 | $4,046+27.6% | $5,479-5.8% | $4,887+5.6% |