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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 | $15,866 | $67,352-76.4% | $60,899-73.9% | $134,509-88.2% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | -27.91% | 49.99%-77.9pp | 16.92%-44.8pp | 418.13%-446.0pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,811 | $4,539+248.3% | $3,817+314.2% | $6,400+147.0% |
| Admin fee / account holder | $1,406 | $4,585-69.3% | $3,225-56.4% | $11,427-87.7% |