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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 | $26,409 | $116,203-77.3% | $93,621-71.8% | $152,897-82.7% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.8%+17.0pp | 82.5%+10.4pp |
| Annual return | -0.74% | 35.96%-36.7pp | 32.76%-33.5pp | 345.43%-346.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,445 | $4,605-68.6% | $4,070-64.5% | $5,851-75.3% |
| Admin fee / account holder | $4,258 | $10,751-60.4% | $7,890-46.0% | $11,599-63.3% |