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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 | $44,238 | $39,798+11.2% | $67,704-34.7% | $59,633-25.8% |
| Participation rate | 79.1% | 57.4%+21.7pp | 67.5%+11.6pp | 68.7%+10.4pp |
| Annual return | -3.44% | 89.94%-93.4pp | 25.41%-28.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,371 | $2,335+1.5% | $3,585-33.9% | $3,192-25.7% |
| Admin fee / account holder | $325 | $3,212-89.9% | $4,255-92.4% | $4,297-92.4% |