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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 | $39,237 | $45,566-13.9% | $64,105-38.8% | $59,633-34.2% |
| Participation rate | 80.0% | 60.2%+19.8pp | 68.2%+11.8pp | 68.7%+11.3pp |
| Annual return | -3.15% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,572 | $2,057-23.6% | $2,822-44.3% | $3,192-50.8% |
| Admin fee / account holder | $2,086 | $3,268-36.2% | $4,499-53.6% | $4,297-51.5% |