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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 | $80,823 | $107,941-25.1% | $91,994-12.1% | $152,909-47.1% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | -0.79% | 89.28%-90.1pp | 69.04%-69.8pp | 345.46%-346.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,878 | $6,366-70.5% | $5,924-68.3% | $5,851-67.9% |
| Admin fee / account holder | $791 | $10,521-92.5% | $7,744-89.8% | $11,601-93.2% |