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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 | $55,509 | $115,810-52.1% | $101,271-45.2% | $158,966-65.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.38% | 56.15%-62.5pp | 46.48%-52.9pp | 302.95%-309.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,108 | $4,958-37.3% | $4,371-28.9% | $5,983-48.1% |
| Admin fee / account holder | $2,284 | $7,248-68.5% | $5,948-61.6% | $11,250-79.7% |