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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 | $97,289-77.4% | $92,805-76.3% | $155,188-85.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | -9.57% | 29.03%-38.6pp | 31.59%-41.2pp | 148.84%-158.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,343 | $8,795+51.7% | $8,448+58.0% | $6,531+104.3% |
| Admin fee / account holder | $3,640 | $12,015-69.7% | $10,911-66.6% | $14,480-74.9% |