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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 | $102,936 | $69,541+48.0% | $59,899+71.9% | $135,380-24.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.56% | 7.95%-17.5pp | 3.46%-13.0pp | 519.81%-529.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,574 | $4,206+270.3% | $3,402+357.7% | $5,609+177.7% |
| Admin fee / account holder | $1,063 | $5,737-81.5% | $3,592-70.4% | $10,828-90.2% |