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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 | $39,565 | $95,895-58.7% | $79,576-50.3% | $134,509-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.20% | -2.72%-22.5pp | 0.15%-25.3pp | 418.13%-443.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,001 | $4,693+49.2% | $3,985+75.7% | $6,400+9.4% |
| Admin fee / account holder | $3,250 | $9,129-64.4% | $6,834-52.4% | $11,427-71.6% |