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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 | $68,055 | $82,678-17.7% | $125,391-45.7% | $68,490-0.6% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -20.89% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,019 | $6,111+113.0% | $7,448+74.8% | $4,028+223.2% |
| Admin fee / account holder | $6,036 | $6,277-3.9% | $10,009-39.7% | $5,403+11.7% |