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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 | $91,817 | $183,592-50.0% | $155,574-41.0% | $145,877-37.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | -7.41% | 61.37%-68.8pp | 64.87%-72.3pp | 551.28%-558.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,110 | $6,466-67.4% | $5,629-62.5% | $6,691-68.5% |
| Admin fee / account holder | $31,657 | $19,316+63.9% | $15,914+98.9% | $13,402+136.2% |