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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 | $28,944 | $61,787-53.2% | $97,197-70.2% | $80,925-64.2% |
| Participation rate | 89.3% | 63.5%+25.8pp | 72.7%+16.6pp | 67.7%+21.6pp |
| Annual return | 8.26% | -558.16%+566.4pp | 75.47%-67.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $992 | $3,027-67.2% | $4,263-76.7% | $4,299-76.9% |
| Admin fee / account holder | $739 | $5,170-85.7% | $5,637-86.9% | $6,940-89.4% |