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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 | $23,915 | $59,116-59.5% | $86,438-72.3% | $68,486-65.1% |
| Participation rate | 92.0% | 75.2%+16.8pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -20.13% | -0.23%-19.9pp | 4397.19%-4417.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,635 | $5,902+97.1% | $6,952+67.4% | $4,028+188.9% |
| Admin fee / account holder | $1,947 | $5,639-65.5% | $6,733-71.1% | $5,404-64.0% |