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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 | $86,738 | $153,311-43.4% | $109,313-20.7% | $273,972-68.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.76% | 29.86%-32.6pp | 22.07%-24.8pp | 41.46%-44.2pp |
| Employer contribution / active EE | -$972 | $5,619-117.3% | $3,892-125.0% | $4,869-120.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,917 | $8,076+22.8% | $5,666+75.0% | $10,133-2.1% |