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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 | $36,579 | $59,116-38.1% | $86,438-57.7% | $68,486-46.6% |
| Participation rate | 86.0% | 75.2%+10.7pp | 80.3%+5.6pp | 67.9%+18.1pp |
| Annual return | -20.36% | -0.23%-20.1pp | 4397.19%-4417.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,342 | $5,902+143.0% | $6,952+106.3% | $4,028+256.1% |
| Admin fee / account holder | $3,848 | $5,639-31.8% | $6,733-42.8% | $5,404-28.8% |