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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 | $16,190 | $54,357-70.2% | $82,706-80.4% | $68,495-76.4% |
| Participation rate | 84.5% | 63.9%+20.6pp | 72.6%+11.9pp | 67.9%+16.6pp |
| Annual return | -21.33% | -13.67%-7.7pp | 701.76%-723.1pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,796 | $3,246+140.1% | $4,394+77.4% | $4,028+93.6% |
| Admin fee / account holder | $1,178 | $4,396-73.2% | $5,329-77.9% | $5,403-78.2% |