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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 | $45,405 | $82,678-45.1% | $125,391-63.8% | $68,490-33.7% |
| Participation rate | 82.4% | 75.1%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -22.58% | -5.97%-16.6pp | 572.41%-595.0pp | -7.85%-14.7pp |
| Employer contribution / active EE | $521 | $3,382-84.6% | $4,816-89.2% | $2,597-79.9% |
| Participant deferral / active EE | $4,300 | $6,111-29.6% | $7,448-42.3% | $4,028+6.8% |
| Admin fee / account holder | $895 | $6,277-85.7% | $10,009-91.1% | $5,403-83.4% |