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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 | $53,540 | $81,208-34.1% | $98,920-45.9% | $79,852-33.0% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | -1.58% | 60.99%-62.6pp | 196.47%-198.1pp | 31.72%-33.3pp |
| Employer contribution / active EE | $57 | $1,960-97.1% | $2,689-97.9% | $2,471-97.7% |
| Participant deferral / active EE | $2,328 | $3,265-28.7% | $4,245-45.2% | $3,740-37.8% |
| Admin fee / account holder | $9,736 | $6,013+61.9% | $6,643+46.6% | $5,306+83.5% |