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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 | $34,667 | $135,956-74.5% | $123,894-72.0% | $273,972-87.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -0.05% | 56.63%-56.7pp | 47.52%-47.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,067 | $6,343-20.1% | $5,984-15.3% | $5,287-4.2% |
| Admin fee / account holder | $1,374 | $9,817-86.0% | $8,357-83.6% | $10,133-86.4% |