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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 | $13,550 | $109,344-87.6% | $89,400-84.8% | $158,950-91.5% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | -3.33% | 345.73%-349.1pp | 245.64%-249.0pp | 302.91%-306.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,762 | $4,599-18.2% | $3,890-3.3% | $5,983-37.1% |
| Admin fee / account holder | $2,350 | $6,154-61.8% | $4,882-51.9% | $11,248-79.1% |