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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 | $93,500 | $92,219+1.4% | $76,768+21.8% | $135,379-30.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.68% | 5.46%-15.1pp | 2.43%-12.1pp | 519.79%-529.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,570 | $4,508+112.3% | $3,852+148.5% | $5,609+70.6% |
| Admin fee / account holder | $7,114 | $10,749-33.8% | $6,675+6.6% | $10,828-34.3% |