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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 | $37,978 | $211,946-82.1% | $169,452-77.6% | $135,380-71.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -15.12% | 3.26%-18.4pp | 1.83%-17.0pp | 519.81%-534.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,268 | $6,075+36.1% | $5,277+56.7% | $5,609+47.4% |
| Admin fee / account holder | $476 | $11,472-95.9% | $9,110-94.8% | $10,828-95.6% |