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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 | $30,776 | $77,638-60.4% | $156,551-80.3% | $62,881-51.1% |
| Participation rate | 94.5% | 71.2%+23.3pp | 84.0%+10.5pp | 69.3%+25.2pp |
| Annual return | -0.39% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $226 | $3,444-93.4% | $5,501-95.9% | $2,281-90.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $798 | $5,561-85.7% | $13,028-93.9% | $4,296-81.4% |