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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 | $78,358 | $113,935-31.2% | $94,224-16.8% | $125,393-37.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.82% | 5.29%-9.1pp | 10.68%-14.5pp | 282.23%-286.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,921 | $5,179+53.0% | $4,320+83.3% | $5,351+48.0% |
| Admin fee / account holder | $900 | $8,391-89.3% | $6,269-85.6% | $9,541-90.6% |