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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 | $25,000 | $82,674-69.8% | $125,381-80.1% | $68,486-63.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -21.37% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,605 | $6,111+73.5% | $7,448+42.4% | $4,028+163.3% |
| Admin fee / account holder | $613 | $6,277-90.2% | $10,007-93.9% | $5,404-88.6% |