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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 | $183,516-50.0% | $155,534-41.0% | $145,884-37.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | -7.41% | 61.43%-68.8pp | 64.92%-72.3pp | 551.85%-559.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,110 | $6,467-67.4% | $5,630-62.5% | $6,690-68.5% |
| Admin fee / account holder | $31,657 | $19,293+64.1% | $15,900+99.1% | $13,392+136.4% |