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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 | $43,360 | $100,792-57.0% | $86,691-50.0% | $134,509-67.8% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -21.31% | 29.08%-50.4pp | 35.94%-57.3pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,393 | $5,339-17.7% | $4,656-5.6% | $6,400-31.4% |
| Admin fee / account holder | $741 | $10,924-93.2% | $7,492-90.1% | $11,427-93.5% |