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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 | $61,936 | $82,674-25.1% | $125,381-50.6% | $68,486-9.6% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -20.71% | -5.97%-14.7pp | 572.31%-593.0pp | -7.85%-12.9pp |
| Employer contribution / active EE | $368 | $3,382-89.1% | $4,815-92.4% | $2,597-85.8% |
| Participant deferral / active EE | $14,107 | $6,111+130.8% | $7,448+89.4% | $4,028+250.3% |
| Admin fee / account holder | $4,705 | $6,277-25.0% | $10,007-53.0% | $5,404-12.9% |