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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 | $22,533 | $157,304-85.7% | $141,197-84.0% | $152,909-85.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | -6.15% | 64.34%-70.5pp | 71.41%-77.6pp | 345.46%-351.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,050 | $7,111-0.9% | $6,710+5.1% | $5,851+20.5% |
| Admin fee / account holder | $4,262 | $12,126-64.9% | $10,265-58.5% | $11,601-63.3% |