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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 | $37,240 | $95,915-61.2% | $79,580-53.2% | $134,532-72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.80% | -2.71%-18.1pp | 0.15%-21.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,986 | $4,693-15.1% | $3,9850% | $6,401-37.7% |
| Admin fee / account holder | $737 | $9,132-91.9% | $6,835-89.2% | $11,429-93.6% |