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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 | $55,679 | $101,069-44.9% | $81,478-31.7% | $147,585-62.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -0.23% | 32.40%-32.6pp | 38.78%-39.0pp | 578.57%-578.8pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,553 | $4,242-39.8% | $3,537-27.8% | $5,439-53.1% |
| Admin fee / account holder | $18,415 | $5,812+216.9% | $4,561+303.8% | $10,885+69.2% |