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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 | $107,687 | $129,959-17.1% | $104,301+3.2% | $134,509-19.9% |
| Participation rate | 88.2% | 79.5%+8.7pp | 73.3%+15.0pp | 81.2%+7.0pp |
| Annual return | -21.03% | 42.04%-63.1pp | 24.61%-45.6pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,480 | $5,589-37.7% | $4,626-24.8% | $6,400-45.6% |
| Admin fee / account holder | $670 | $9,325-92.8% | $7,340-90.9% | $11,427-94.1% |