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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 | $24,045 | $56,197-57.2% | $67,652-64.5% | $59,633-59.7% |
| Participation rate | 71.7% | 71.5%+0.3pp | 75.7%-3.9pp | 68.7%+3.1pp |
| Annual return | -2.43% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,491 | $2,844-12.4% | $3,560-30.0% | $3,192-22.0% |
| Admin fee / account holder | $2,054 | $3,958-48.1% | $4,821-57.4% | $4,297-52.2% |