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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 | $67,424 | $82,678-18.5% | $125,391-46.2% | $68,490-1.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -21.39% | -5.97%-15.4pp | 572.41%-593.8pp | -7.85%-13.5pp |
| Employer contribution / active EE | $102 | $3,382-97.0% | $4,816-97.9% | $2,597-96.1% |
| Participant deferral / active EE | $3,416 | $6,111-44.1% | $7,448-54.1% | $4,028-15.2% |
| Admin fee / account holder | $451 | $6,277-92.8% | $10,009-95.5% | $5,403-91.6% |