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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 | $50,856 | $142,409-64.3% | $119,634-57.5% | $134,545-62.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -26.17% | -12.46%-13.7pp | -14.98%-11.2pp | 418.37%-444.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,324 | $6,468+44.2% | $5,601+66.5% | $6,401+45.7% |
| Admin fee / account holder | $2,276 | $13,594-83.3% | $10,329-78.0% | $11,431-80.1% |