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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 | $67,396-76.5% | $60,919-74.0% | $134,545-88.2% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | -27.91% | 50.12%-78.0pp | 16.96%-44.9pp | 418.37%-446.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,811 | $4,534+248.7% | $3,814+314.5% | $6,401+147.0% |
| Admin fee / account holder | $1,406 | $4,590-69.4% | $3,228-56.4% | $11,431-87.7% |