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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 | $57,213 | $73,102-21.7% | $123,553-53.7% | $56,289+1.6% |
| Participation rate | 72.4% | 74.3%-1.9pp | 82.3%-9.9pp | 69.9%+2.6pp |
| Annual return | -8.80% | 3.01%-11.8pp | 119.21%-128.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,766 | $5,423-12.1% | $6,426-25.8% | $3,350+42.3% |
| Admin fee / account holder | $964 | $554+74.1% | $9,284-89.6% | $521+85.1% |