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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 | $19,878 | $67,372-70.5% | $60,906-67.4% | $134,532-85.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -28.35% | 50.05%-78.4pp | 16.94%-45.3pp | 418.27%-446.6pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,796 | $4,532+292.7% | $3,814+366.6% | $6,401+178.0% |
| Admin fee / account holder | $1,914 | $4,588-58.3% | $3,227-40.7% | $11,429-83.3% |