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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 | $87,656 | $131,835-33.5% | $108,582-19.3% | $273,972-68.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -38.43% | -91.57%+53.1pp | -51.70%+13.3pp | 41.46%-79.9pp |
| Employer contribution / active EE | $759 | $4,913-84.5% | $3,758-79.8% | $4,869-84.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,616 | $10,253+32.8% | $7,645+78.1% | $10,133+34.4% |