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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 | $86,666 | $167,353-48.2% | $143,797-39.7% | $134,545-35.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -29.29% | 0.48%-29.8pp | -0.04%-29.3pp | 418.37%-447.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,750 | $6,447-10.8% | $5,638+2.0% | $6,401-10.2% |
| Admin fee / account holder | $6,242 | $18,096-65.5% | $14,679-57.5% | $11,431-45.4% |