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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 | $15,143 | $97,020-84.4% | $83,327-81.8% | $135,380-88.8% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -9.72% | 12.31%-22.0pp | 10.64%-20.4pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,287 | $5,964-44.9% | $5,565-40.9% | $5,609-41.4% |
| Admin fee / account holder | $734 | $8,426-91.3% | $7,540-90.3% | $10,828-93.2% |