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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 | $18,873 | $82,674-77.2% | $125,363-84.9% | $68,495-72.4% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.5pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.15%-591.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,179 | $6,111-15.3% | $7,447-30.5% | $4,028+28.6% |
| Admin fee / account holder | $1,991 | $6,276-68.3% | $10,005-80.1% | $5,403-63.1% |