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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 | $55,576 | $104,251-46.7% | $91,004-38.9% | $147,586-62.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | -25.74% | 27.06%-52.8pp | 4.60%-30.3pp | 578.59%-604.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,923 | $4,195-54.2% | $3,548-45.8% | $5,439-64.6% |
| Admin fee / account holder | $21,290 | $8,948+137.9% | $5,417+293.0% | $10,886+95.6% |