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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 | $12,558 | $108,942-88.5% | $100,415-87.5% | $145,897-91.4% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | -17.51% | 58.27%-75.8pp | 49.47%-67.0pp | 552.29%-569.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,126 | $8,461+7.9% | $8,091+12.8% | $6,689+36.4% |
| Admin fee / account holder | $5,423 | $9,702-44.1% | $7,906-31.4% | $13,390-59.5% |