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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 | $58,899 | $116,434-49.4% | $65,583-10.2% | $139,487-57.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | -9.70% | 31.34%-41.0pp | 47.46%-57.2pp | 373.84%-383.5pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,491 | $4,245-17.8% | $2,833+23.2% | $6,713-48.0% |
| Admin fee / account holder | $31,399 | $6,696+368.9% | $4,112+663.7% | $11,407+175.2% |