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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 | $41,603 | $87,544-52.5% | $75,784-45.1% | $125,388-66.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.03% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,720 | $4,229-35.7% | $3,652-25.5% | $5,352-49.2% |
| Admin fee / account holder | $1,773 | $6,502-72.7% | $5,300-66.5% | $9,541-81.4% |