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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 | $67,318 | $77,638-13.3% | $156,551-57.0% | $62,881+7.1% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | -1.83% | 50.33%-52.2pp | 32.23%-34.1pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,945 | $3,046+95.2% | $4,871+22.1% | $3,203+85.6% |
| Admin fee / account holder | $14,354 | $5,561+158.1% | $13,028+10.2% | $4,296+234.1% |