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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 | $48,874 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -12.26% | 56.63%-68.9pp | 47.52%-59.8pp | 41.46%-53.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,022 | $6,343+73.8% | $5,984+84.2% | $5,287+108.5% |
| Admin fee / account holder | $5,916 | $9,817-39.7% | $8,357-29.2% | $10,133-41.6% |