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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 | $28,638 | $56,197-49.0% | $67,652-57.7% | $59,633-52.0% |
| Participation rate | 76.0% | 71.5%+4.5pp | 75.7%+0.3pp | 68.7%+7.3pp |
| Annual return | -3.09% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,511 | $2,844-11.7% | $3,560-29.4% | $3,192-21.3% |
| Admin fee / account holder | $1,314 | $3,958-66.8% | $4,821-72.7% | $4,297-69.4% |