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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 | $89,555 | $131,835-32.1% | $108,582-17.5% | $273,972-67.3% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.6%-5.7pp | 83.0%-9.1pp |
| Annual return | -3.41% | -91.57%+88.2pp | -51.70%+48.3pp | 41.46%-44.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,632 | $5,127-68.2% | $4,311-62.1% | $5,287-69.1% |
| Admin fee / account holder | $9,276 | $10,253-9.5% | $7,645+21.3% | $10,133-8.4% |