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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 | $90,498 | $100,805-10.2% | $86,698+4.4% | $134,532-32.7% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -25.93% | 29.09%-55.0pp | 35.95%-61.9pp | 418.27%-444.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,450 | $5,339-54.1% | $4,656-47.4% | $6,401-61.7% |
| Admin fee / account holder | $3,514 | $10,925-67.8% | $7,493-53.1% | $11,429-69.3% |