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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 | $23,059 | $82,674-72.1% | $125,363-81.6% | $68,495-66.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -19.75% | -5.97%-13.8pp | 572.15%-591.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,649 | $6,111+41.5% | $7,447+16.1% | $4,028+114.7% |
| Admin fee / account holder | $4,398 | $6,276-29.9% | $10,005-56.0% | $5,403-18.6% |