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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 | $22,121 | $93,117-76.2% | $77,096-71.3% | $134,532-83.6% |
| Participation rate | 87.0% | 74.5%+12.5pp | 67.9%+19.0pp | 81.2%+5.7pp |
| Annual return | -23.59% | 62.67%-86.3pp | 42.35%-65.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,541 | $5,241+196.5% | $4,429+250.9% | $6,401+142.8% |
| Admin fee / account holder | $1,525 | $6,948-78.0% | $5,428-71.9% | $11,429-86.7% |