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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 | $44,212 | $140,578-68.5% | $100,671-56.1% | $125,389-64.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.76% | 24.67%-28.4pp | 20.43%-24.2pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,627 | $3,981-34.0% | $3,144-16.4% | $5,352-50.9% |
| Admin fee / account holder | $16,629 | $6,716+147.6% | $4,850+242.9% | $9,541+74.3% |