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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 | $88,191 | $154,159-42.8% | $130,026-32.2% | $139,456-36.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | -28.23% | 32.50%-60.7pp | -137.26%+109.0pp | 373.45%-401.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,674 | $6,710-45.2% | $5,821-36.9% | $6,711-45.3% |
| Admin fee / account holder | $46,637 | $14,001+233.1% | $10,608+339.6% | $11,407+308.8% |