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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 | $21,998 | $107,666-79.6% | $102,184-78.5% | $154,746-85.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | -9.57% | 29.33%-38.9pp | 31.58%-41.1pp | 172.34%-181.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,343 | $8,719+53.0% | $8,309+60.6% | $6,730+98.3% |
| Admin fee / account holder | $3,640 | $12,943-71.9% | $11,609-68.6% | $14,365-74.7% |