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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 | $46,355 | $105,960-56.3% | $81,726-43.3% | $158,982-70.8% |
| Participation rate | 73.3% | 75.6%-2.3pp | 72.0%+1.3pp | 82.0%-8.6pp |
| Annual return | -7.69% | 38.19%-45.9pp | 29.49%-37.2pp | 302.99%-310.7pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $855 | $13,011-93.4% | $7,108-88.0% | $5,983-85.7% |
| Admin fee / account holder | $867 | $8,494-89.8% | $5,160-83.2% | $11,252-92.3% |