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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 | $48,872 | $27,632+76.9% | $61,399-20.4% | $68,495-28.6% |
| Participation rate | 82.9% | 39.5%+43.4pp | 52.6%+30.4pp | 67.9%+15.0pp |
| Annual return | -23.94% | -13.24%-10.7pp | 338.81%-362.8pp | -7.84%-16.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,468 | $1,264+174.5% | $2,124+63.3% | $4,028-13.9% |
| Admin fee / account holder | $2,115 | $2,010+5.2% | $2,131-0.7% | $5,403-60.9% |