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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 | $73,977 | $93,117-20.6% | $77,096-4.0% | $134,532-45.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -22.06% | 62.67%-84.7pp | 42.35%-64.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,970 | $5,241-43.3% | $4,429-32.9% | $6,401-53.6% |
| Admin fee / account holder | $16,019 | $6,948+130.6% | $5,428+195.1% | $11,429+40.2% |