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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 | $47,768 | $105,209-54.6% | $159,495-70.1% | $85,852-44.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | -3.65% | 45.08%-48.7pp | 263.72%-267.4pp | 318.66%-322.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $12,249 | $5,946+106.0% | $7,354+66.6% | $3,952+209.9% |
| Admin fee / account holder | $10,121 | $6,935+45.9% | $10,804-6.3% | $6,261+61.6% |