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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 | $15,978 | $48,078-66.8% | $78,676-79.7% | $62,881-74.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.39% | 31.36%-31.8pp | 62.19%-62.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,163 | $2,587-16.4% | $3,517-38.5% | $3,203-32.5% |
| Admin fee / account holder | $691 | $3,206-78.4% | $4,510-84.7% | $4,296-83.9% |