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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 | $43,665 | $95,895-54.5% | $79,576-45.1% | $134,509-67.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -20.61% | -2.72%-17.9pp | 0.15%-20.8pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,028 | $4,693-56.8% | $3,985-49.1% | $6,400-68.3% |
| Admin fee / account holder | $2,000 | $9,129-78.1% | $6,834-70.7% | $11,427-82.5% |