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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 | $38,128 | $133,981-71.5% | $112,249-66.0% | $134,532-71.7% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -21.98% | 47.16%-69.1pp | 27.48%-49.5pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,695 | $5,292+26.5% | $4,729+41.6% | $6,401+4.6% |
| Admin fee / account holder | $1,416 | $7,492-81.1% | $6,412-77.9% | $11,429-87.6% |