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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 | $74,030 | $102,429-27.7% | $147,096-49.7% | $80,925-8.5% |
| Participation rate | 96.6% | 75.9%+20.8pp | 82.2%+14.4pp | 67.7%+29.0pp |
| Annual return | -13.52% | 135.02%-148.5pp | 419.75%-433.3pp | 35.65%-49.2pp |
| Employer contribution / active EE | $467 | $3,716-87.4% | $4,936-90.5% | $2,756-83.0% |
| Participant deferral / active EE | $42,496 | $6,649+539.2% | $8,071+426.5% | $4,299+888.6% |
| Admin fee / account holder | $1,124 | $7,957-85.9% | $13,005-91.4% | $6,940-83.8% |