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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 | $42,538 | $82,674-48.5% | $125,381-66.1% | $68,486-37.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,733 | $6,111-22.5% | $7,448-36.4% | $4,028+17.5% |
| Admin fee / account holder | $381 | $6,277-93.9% | $10,007-96.2% | $5,404-93.0% |