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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 | $35,192 | $56,197-37.4% | $67,652-48.0% | $59,633-41.0% |
| Participation rate | 72.3% | 71.5%+0.8pp | 75.7%-3.4pp | 68.7%+3.6pp |
| Annual return | -3.12% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,305 | $2,844-54.1% | $3,560-63.3% | $3,192-59.1% |
| Admin fee / account holder | $1,937 | $3,958-51.1% | $4,821-59.8% | $4,297-54.9% |