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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 | $46,247 | $167,352-72.4% | $143,788-67.8% | $134,509-65.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -20.54% | 0.47%-21.0pp | -0.03%-20.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,016 | $6,447-53.2% | $5,638-46.5% | $6,400-52.9% |
| Admin fee / account holder | $30,704 | $18,091+69.7% | $14,675+109.2% | $11,427+168.7% |