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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 | $79,452 | $82,674-3.9% | $125,363-36.6% | $68,495+16.0% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -19.69% | -5.97%-13.7pp | 572.15%-591.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,377 | $6,111+53.4% | $7,447+25.9% | $4,028+132.8% |
| Admin fee / account holder | $572 | $6,276-90.9% | $10,005-94.3% | $5,403-89.4% |