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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 | $15,189 | $56,484-73.1% | $169,452-91.0% | $64,173-76.3% |
| Participation rate | 82.4% | 64.5%+17.8pp | 77.8%+4.6pp | 69.6%+12.8pp |
| Annual return | -20.86% | -1.55%-19.3pp | 1.83%-22.7pp | 7.63%-28.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,088 | $3,448+163.6% | $5,277+72.2% | $3,470+161.9% |
| Admin fee / account holder | $1,865 | $4,174-55.3% | $9,110-79.5% | $4,887-61.8% |