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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 | $103,047 | $131,835-21.8% | $108,582-5.1% | $273,972-62.4% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.6%-6.2pp | 83.0%-9.7pp |
| Annual return | -0.57% | -91.57%+91.0pp | -51.70%+51.1pp | 41.46%-42.0pp |
| Employer contribution / active EE | $308 | $4,913-93.7% | $3,758-91.8% | $4,869-93.7% |
| Participant deferral / active EE | $3,085 | $5,127-39.8% | $4,311-28.4% | $5,287-41.7% |
| Admin fee / account holder | $17,634 | $10,253+72.0% | $7,645+130.7% | $10,133+74.0% |