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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 | $27,104 | $135,953-80.1% | $123,893-78.1% | $273,965-90.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.42% | 56.63%-58.0pp | 47.52%-48.9pp | 41.45%-42.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,401 | $6,343-14.9% | $5,984-9.7% | $5,287+2.1% |
| Admin fee / account holder | $1,652 | $9,817-83.2% | $8,357-80.2% | $10,132-83.7% |