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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 | $23,504 | $134,001-82.5% | $112,258-79.1% | $134,509-82.5% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -21.21% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,910 | $5,291-63.9% | $4,728-59.6% | $6,400-70.2% |
| Admin fee / account holder | $473 | $7,491-93.7% | $6,411-92.6% | $11,427-95.9% |