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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 | $29,081 | $131,835-77.9% | $108,582-73.2% | $273,972-89.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | -2.88% | -91.57%+88.7pp | -51.70%+48.8pp | 41.46%-44.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,100 | $5,127-39.5% | $4,311-28.1% | $5,287-41.4% |
| Admin fee / account holder | $1,552 | $10,253-84.9% | $7,645-79.7% | $10,133-84.7% |