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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 | $72,489 | $75,962-4.6% | $154,111-53.0% | $64,173+13.0% |
| Participation rate | 75.4% | 70.4%+4.9pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -8.38% | 30.32%-38.7pp | 735.18%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,568 | $3,175+106.9% | $5,081+29.3% | $3,470+89.3% |
| Admin fee / account holder | $2,994 | $5,589-46.4% | $13,411-77.7% | $4,887-38.7% |