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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 | $31,534 | $88,702-64.4% | $81,780-61.4% | $145,978-78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -2.19% | 1029.12%-1031.3pp | 776.27%-778.5pp | 550.52%-552.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,791 | $4,645+67.7% | $4,321+80.3% | $6,690+16.5% |
| Admin fee / account holder | $3,251 | $8,414-61.4% | $7,384-56.0% | $13,400-75.7% |