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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 | $52,069 | $47,977+8.5% | $154,111-66.2% | $56,287-7.5% |
| Participation rate | 70.2% | 66.2%+4.0pp | 83.0%-12.8pp | 69.9%+0.3pp |
| Annual return | -7.69% | 3.54%-11.2pp | 735.18%-742.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $5 | $2,169-99.8% | $5,298-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $2,389 | $2,392-0.1% | $5,081-53.0% | $3,350-28.7% |
| Admin fee / account holder | $2,088 | $438+376.6% | $13,411-84.4% | $521+300.9% |