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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 | $26,460 | $100,970-73.8% | $96,576-72.6% | $137,256-80.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -11.47% | 38.16%-49.6pp | 38.47%-49.9pp | 220.34%-231.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,887 | $8,286-53.1% | $7,956-51.1% | $6,407-39.3% |
| Admin fee / account holder | $6,744 | $11,312-40.4% | $11,381-40.7% | $12,270-45.0% |