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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 | $16,130 | $102,245-84.2% | $89,340-81.9% | $137,256-88.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | -2.48% | 21.89%-24.4pp | 20.57%-23.1pp | 220.34%-222.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,396 | $4,436+134.3% | $3,823+171.9% | $6,407+62.3% |
| Admin fee / account holder | $26,996 | $8,085+233.9% | $6,704+302.7% | $12,270+120.0% |