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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 | $26,744 | $100,811-73.5% | $86,698-69.2% | $134,545-80.1% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -21.45% | 29.11%-50.6pp | 35.96%-57.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,285 | $5,339-57.2% | $4,656-50.9% | $6,401-64.3% |
| Admin fee / account holder | $1,144 | $10,926-89.5% | $7,492-84.7% | $11,431-90.0% |