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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 | $14,974 | $117,694-87.3% | $71,755-79.1% | $134,532-88.9% |
| Participation rate | 80.0% | 68.8%+11.2pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -28.74% | 25.33%-54.1pp | 9.09%-37.8pp | 418.27%-447.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,518 | $3,753+100.3% | $2,656+183.1% | $6,401+17.5% |
| Admin fee / account holder | $1,258 | $6,374-80.3% | $3,972-68.3% | $11,429-89.0% |