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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 | $75,201 | $131,835-43.0% | $108,582-30.7% | $273,972-72.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.66% | -91.57%+86.9pp | -51.70%+47.0pp | 41.46%-46.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,107 | $5,127+77.6% | $4,311+111.3% | $5,287+72.2% |
| Admin fee / account holder | $2,432 | $10,253-76.3% | $7,645-68.2% | $10,133-76.0% |