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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 | $7,336 | $100,279-92.7% | $81,353-91.0% | $145,884-95.0% |
| Participation rate | 72.7% | 74.3%-1.5pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | -21.02% | 34.49%-55.5pp | 24.82%-45.8pp | 551.85%-572.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,454 | $4,611-3.4% | $3,885+14.6% | $6,690-33.4% |
| Admin fee / account holder | $2,189 | $8,206-73.3% | $5,766-62.0% | $13,392-83.7% |