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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 | $53,729 | $115,810-53.6% | $101,271-46.9% | $158,966-66.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | -6.57% | 56.15%-62.7pp | 46.48%-53.1pp | 302.95%-309.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,053 | $4,958-38.4% | $4,371-30.2% | $5,983-49.0% |
| Admin fee / account holder | $4,354 | $7,248-39.9% | $5,948-26.8% | $11,250-61.3% |