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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 | $71,967 | $111,878-35.7% | $93,727-23.2% | $145,897-50.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 6.38% | 204.28%-197.9pp | 133.83%-127.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,688 | $4,920+96.9% | $4,417+119.3% | $6,689+44.8% |
| Admin fee / account holder | $1,721 | $10,256-83.2% | $8,292-79.2% | $13,390-87.1% |