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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 | $100,131 | $82,678+21.1% | $125,391-20.1% | $68,490+46.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.75% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,162 | $6,111+82.6% | $7,448+49.9% | $4,028+177.1% |
| Admin fee / account holder | $877 | $6,277-86.0% | $10,009-91.2% | $5,403-83.8% |