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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 | $21,907 | $72,177-69.6% | $115,038-81.0% | $59,633-63.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.74% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,442 | $4,783+34.7% | $6,026+6.9% | $3,192+101.8% |
| Admin fee / account holder | $875 | $4,927-82.2% | $8,175-89.3% | $4,297-79.6% |