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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 | $93,923 | $167,362-43.9% | $143,799-34.7% | $134,532-30.2% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -21.42% | 0.47%-21.9pp | -0.04%-21.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,479 | $6,447+47.0% | $5,638+68.1% | $6,401+48.1% |
| Admin fee / account holder | $1,975 | $18,094-89.1% | $14,677-86.5% | $11,429-82.7% |