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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 | $60,273 | $197,603-69.5% | $177,827-66.1% | $158,950-62.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | -8.25% | 58.76%-67.0pp | 48.32%-56.6pp | 302.91%-311.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,884 | $8,404-53.8% | $7,713-49.6% | $5,983-35.1% |
| Admin fee / account holder | $6,779 | $15,402-56.0% | $12,429-45.5% | $11,248-39.7% |