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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 | $32,519 | $133,998-75.7% | $112,263-71.0% | $134,545-75.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.88% | 47.17%-68.1pp | 27.49%-48.4pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,085 | $5,292-41.7% | $4,729-34.8% | $6,401-51.8% |
| Admin fee / account holder | $1,351 | $7,493-82.0% | $6,410-78.9% | $11,431-88.2% |