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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 | $107,666-75.4% | $102,184-74.1% | $154,746-82.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | -11.47% | 29.33%-40.8pp | 31.58%-43.0pp | 172.34%-183.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,887 | $8,719-55.4% | $8,309-53.2% | $6,730-42.2% |
| Admin fee / account holder | $6,744 | $12,943-47.9% | $11,609-41.9% | $14,365-53.1% |