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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 | $55,535 | $138,075-59.8% | $123,552-55.1% | $135,379-59.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -9.86% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,967 | $6,800-41.7% | $6,426-38.3% | $5,609-29.3% |
| Admin fee / account holder | $3,864 | $10,917-64.6% | $9,285-58.4% | $10,828-64.3% |