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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 | $107,010 | $176,838-39.5% | $146,685-27.0% | $167,518-36.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -1.92% | 24.04%-26.0pp | 22.75%-24.7pp | 478.71%-480.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,188 | $6,441-35.0% | $5,507-23.9% | $6,342-34.0% |
| Admin fee / account holder | $4,481 | $13,262-66.2% | $10,281-56.4% | $12,312-63.6% |