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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 | $68,151 | $82,678-17.6% | $125,391-45.6% | $68,490-0.5% |
| Participation rate | 76.3% | 75.1%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -20.44% | -5.97%-14.5pp | 572.41%-592.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,465 | $6,111-10.6% | $7,448-26.6% | $4,028+35.7% |
| Admin fee / account holder | $859 | $6,277-86.3% | $10,009-91.4% | $5,403-84.1% |