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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 | $66,091 | $92,219-28.3% | $76,767-13.9% | $135,380-51.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -8.83% | 5.46%-14.3pp | 2.43%-11.3pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,314 | $4,508+106.6% | $3,852+141.8% | $5,609+66.0% |
| Admin fee / account holder | $1,194 | $10,749-88.9% | $6,675-82.1% | $10,828-89.0% |