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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 | $71,784 | $42,546+68.7% | $71,7960% | $55,167+30.1% |
| Participation rate | 70.3% | 59.1%+11.2pp | 69.1%+1.2pp | 69.0%+1.3pp |
| Annual return | -3.54% | 12.36%-15.9pp | 78.04%-81.6pp | 169.23%-172.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,429 | $2,064+114.6% | $2,794+58.5% | $3,054+45.0% |
| Admin fee / account holder | $2,538 | $650+290.6% | $4,815-47.3% | $504+403.6% |