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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 | $37,332 | $113,941-67.2% | $94,229-60.4% | $125,389-70.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.45% | 5.29%-10.7pp | 10.68%-16.1pp | 282.24%-287.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,041 | $5,179-2.7% | $4,320+16.7% | $5,352-5.8% |
| Admin fee / account holder | $2,691 | $8,392-67.9% | $6,269-57.1% | $9,541-71.8% |