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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 | $97,326 | $167,353-41.8% | $143,797-32.3% | $134,545-27.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.88% | 0.48%-23.4pp | -0.04%-22.8pp | 418.37%-441.2pp |
| Employer contribution / active EE | $3 | $5,620-99.9% | $4,952-99.9% | $4,742-99.9% |
| Participant deferral / active EE | $5,524 | $6,447-14.3% | $5,638-2.0% | $6,401-13.7% |
| Admin fee / account holder | $5,659 | $18,096-68.7% | $14,679-61.4% | $11,431-50.5% |