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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 | $15,432 | $68,996-77.6% | $159,991-90.4% | $68,495-77.5% |
| Participation rate | 81.6% | 65.4%+16.2pp | 78.0%+3.6pp | 67.9%+13.7pp |
| Annual return | -19.33% | -9.65%-9.7pp | 408.82%-428.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,427 | $4,211+5.1% | $6,183-28.4% | $4,028+9.9% |
| Admin fee / account holder | $619 | $4,797-87.1% | $8,715-92.9% | $5,403-88.5% |