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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 | $57,301 | $127,387-55.0% | $115,038-50.2% | $125,389-54.3% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -6.51% | 31.28%-37.8pp | 26.14%-32.7pp | 282.24%-288.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,628 | $6,423-59.1% | $6,026-56.4% | $5,352-50.9% |
| Admin fee / account holder | $2,342 | $9,516-75.4% | $8,175-71.4% | $9,541-75.5% |