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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 | $15,640 | $82,324-81.0% | $68,803-77.3% | $134,545-88.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -26.58% | -2.17%-24.4pp | -6.37%-20.2pp | 418.37%-444.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,865 | $4,740+192.5% | $3,942+251.7% | $6,401+116.6% |
| Admin fee / account holder | $3,885 | $6,485-40.1% | $4,936-21.3% | $11,431-66.0% |