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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 | $81,635 | $112,300-27.3% | $90,223-9.5% | $125,389-34.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -5.13% | -0.57%-4.6pp | 1.31%-6.4pp | 282.24%-287.4pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,206 | $6,733-22.7% | $5,792-10.1% | $5,352-2.7% |
| Admin fee / account holder | $2,192 | $10,990-80.1% | $7,406-70.4% | $9,541-77.0% |