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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 | $59,176 | $94,529-37.4% | $140,019-57.7% | $64,181-7.8% |
| Participation rate | 72.0% | 84.1%-12.1pp | 87.5%-15.5pp | 69.6%+2.4pp |
| Annual return | -8.16% | 7.77%-15.9pp | 651.15%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,648 | $5,250-30.5% | $6,927-47.3% | $3,470+5.1% |
| Admin fee / account holder | $9,895 | $6,741+46.8% | $10,705-7.6% | $4,887+102.5% |