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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 | $80,987 | $93,117-13.0% | $77,096+5.0% | $134,532-39.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -22.18% | 62.67%-84.8pp | 42.35%-64.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $994 | $5,241-81.0% | $4,429-77.6% | $6,401-84.5% |
| Admin fee / account holder | $886 | $6,948-87.3% | $5,428-83.7% | $11,429-92.3% |