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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 | $36,271 | $45,152-19.7% | $73,845-50.9% | $59,632-39.2% |
| Participation rate | 75.4% | 64.0%+11.4pp | 73.4%+2.0pp | 68.7%+6.7pp |
| Annual return | -3.94% | 27.40%-31.3pp | 2267.91%-2271.8pp | 2041.32%-2045.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,653 | $2,574+41.9% | $3,583+2.0% | $3,192+14.5% |
| Admin fee / account holder | $796 | $3,516-77.4% | $4,881-83.7% | $4,297-81.5% |