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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 | $21,956 | $69,012-68.2% | $160,009-86.3% | $68,486-67.9% |
| Participation rate | 81.5% | 65.4%+16.1pp | 78.0%+3.5pp | 67.9%+13.6pp |
| Annual return | -23.76% | -9.65%-14.1pp | 408.85%-432.6pp | -7.85%-15.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,428 | $4,212+28.9% | $6,183-12.2% | $4,028+34.8% |
| Admin fee / account holder | $422 | $4,798-91.2% | $8,715-95.2% | $5,404-92.2% |