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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 | $21,385 | $82,674-74.1% | $125,381-82.9% | $68,486-68.8% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -20.12% | -5.97%-14.1pp | 572.31%-592.4pp | -7.85%-12.3pp |
| Employer contribution / active EE | $365 | $3,382-89.2% | $4,815-92.4% | $2,597-85.9% |
| Participant deferral / active EE | $2,551 | $6,111-58.3% | $7,448-65.7% | $4,028-36.7% |
| Admin fee / account holder | $1,927 | $6,277-69.3% | $10,007-80.7% | $5,404-64.3% |