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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 | $43,104 | $106,008-59.3% | $92,240-53.3% | $147,586-70.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | -2.15% | 50.05%-52.2pp | 176.29%-178.4pp | 578.59%-580.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,686 | $4,478+27.0% | $3,897+45.9% | $5,439+4.6% |
| Admin fee / account holder | $4,472 | $6,333-29.4% | $5,194-13.9% | $10,886-58.9% |