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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 | $55,877 | $95,895-41.7% | $79,576-29.8% | $134,509-58.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -21.04% | -2.72%-18.3pp | 0.15%-21.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,739 | $4,693-41.6% | $3,985-31.3% | $6,400-57.2% |
| Admin fee / account holder | $592 | $9,129-93.5% | $6,834-91.3% | $11,427-94.8% |