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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 | $25,574 | $77,817-67.1% | $123,553-79.3% | $64,173-60.1% |
| Participation rate | 72.0% | 74.7%-2.7pp | 82.3%-10.3pp | 69.6%+2.4pp |
| Annual return | -10.89% | 12.49%-23.4pp | 119.21%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,820 | $5,240-8.0% | $6,426-25.0% | $3,470+38.9% |
| Admin fee / account holder | $1,035 | $5,519-81.2% | $9,284-88.9% | $4,887-78.8% |