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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 | $59,840 | $91,536-34.6% | $130,062-54.0% | $75,177-20.4% |
| Participation rate | 71.4% | 71.5%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 11.43% | -631.62%+643.0pp | -137.37%+148.8pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,257 | $4,343-48.0% | $5,821-61.2% | $4,126-45.3% |
| Admin fee / account holder | $955 | $6,780-85.9% | $10,601-91.0% | $5,651-83.1% |