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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 | $39,027 | $115,796-66.3% | $101,264-61.5% | $158,950-75.4% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | -5.55% | 56.15%-61.7pp | 46.48%-52.0pp | 302.91%-308.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,738 | $4,958-44.8% | $4,370-37.4% | $5,983-54.2% |
| Admin fee / account holder | $973 | $7,247-86.6% | $5,947-83.6% | $11,248-91.4% |