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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 | $31,775 | $135,956-76.6% | $123,894-74.4% | $273,972-88.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.04% | 56.63%-59.7pp | 47.52%-50.6pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,822 | $6,343+133.7% | $5,984+147.7% | $5,287+180.3% |
| Admin fee / account holder | $4,541 | $9,817-53.8% | $8,357-45.7% | $10,133-55.2% |