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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 | $25,089 | $82,678-69.7% | $125,391-80.0% | $68,490-63.4% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -20.02% | -5.97%-14.1pp | 572.41%-592.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,705 | $6,111-55.7% | $7,448-63.7% | $4,028-32.8% |
| Admin fee / account holder | $17,021 | $6,277+171.2% | $10,009+70.1% | $5,403+215.0% |