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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 | $68,565 | $177,156-61.3% | $147,027-53.4% | $154,746-55.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | -12.54% | 21.94%-34.5pp | 20.23%-32.8pp | 172.34%-184.9pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,154 | $5,797+178.7% | $4,933+227.5% | $6,730+140.0% |
| Admin fee / account holder | $17,042 | $14,904+14.3% | $12,223+39.4% | $14,365+18.6% |