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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 | $62,716 | $153,311-59.1% | $109,313-42.6% | $273,972-77.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.94% | 29.86%-30.8pp | 22.07%-23.0pp | 41.46%-42.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,004 | $3,932-74.5% | $3,166-68.3% | $5,287-81.0% |
| Admin fee / account holder | $2,694 | $8,076-66.6% | $5,666-52.5% | $10,133-73.4% |