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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 | $51,328 | $95,915-46.5% | $79,580-35.5% | $134,532-61.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -23.35% | -2.71%-20.6pp | 0.15%-23.5pp | 418.27%-441.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,099 | $4,693+8.6% | $3,985+28.0% | $6,401-20.3% |
| Admin fee / account holder | $3,139 | $9,132-65.6% | $6,835-54.1% | $11,429-72.5% |