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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 | $43,878 | $167,362-73.8% | $143,799-69.5% | $134,532-67.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -23.29% | 0.47%-23.8pp | -0.04%-23.2pp | 418.27%-441.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,901 | $6,447-55.0% | $5,638-48.5% | $6,401-54.7% |
| Admin fee / account holder | $803 | $18,094-95.6% | $14,677-94.5% | $11,429-93.0% |