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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 | $67,004 | $135,956-50.7% | $123,894-45.9% | $273,972-75.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | -3.92% | 56.63%-60.5pp | 47.52%-51.4pp | 41.46%-45.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,023 | $6,343-20.8% | $5,984-16.1% | $5,287-5.0% |
| Admin fee / account holder | $39,517 | $9,817+302.5% | $8,357+372.9% | $10,133+290.0% |