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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 | $27,561 | $59,107-53.4% | $86,439-68.1% | $68,495-59.8% |
| Participation rate | 77.3% | 75.2%+2.0pp | 80.3%-3.1pp | 67.9%+9.4pp |
| Annual return | -21.54% | -0.23%-21.3pp | 4395.55%-4417.1pp | -7.84%-13.7pp |
| Employer contribution / active EE | $31 | $2,519-98.8% | $3,769-99.2% | $2,596-98.8% |
| Participant deferral / active EE | $11,178 | $5,901+89.4% | $6,952+60.8% | $4,028+177.5% |
| Admin fee / account holder | $5,247 | $5,637-6.9% | $6,732-22.1% | $5,403-2.9% |