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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 | $71,617 | $99,079-27.7% | $78,002-8.2% | $273,972-73.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | -0.96% | 217.93%-218.9pp | 425.99%-426.9pp | 41.46%-42.4pp |
| Employer contribution / active EE | $43 | $3,308-98.7% | $2,470-98.3% | $4,869-99.1% |
| Participant deferral / active EE | $3,346 | $4,306-22.3% | $3,497-4.3% | $5,287-36.7% |
| Admin fee / account holder | $18,744 | $8,954+109.3% | $5,481+242.0% | $10,133+85.0% |