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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 | $73,027 | $133,998-45.5% | $112,263-35.0% | $134,545-45.7% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -22.77% | 47.17%-69.9pp | 27.49%-50.3pp | 418.37%-441.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,210 | $5,292-58.2% | $4,729-53.3% | $6,401-65.5% |
| Admin fee / account holder | $1,248 | $7,493-83.3% | $6,410-80.5% | $11,431-89.1% |