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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 | $25,039 | $111,878-77.6% | $93,727-73.3% | $145,897-82.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 3.40% | 204.28%-200.9pp | 133.83%-130.4pp | 552.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,444 | $4,920-50.3% | $4,417-44.7% | $6,689-63.5% |
| Admin fee / account holder | $516 | $10,256-95.0% | $8,292-93.8% | $13,390-96.1% |