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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 | $64,313 | $217,427-70.4% | $185,837-65.4% | $167,518-61.6% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | -4.93% | 148.39%-153.3pp | 122.08%-127.0pp | 478.71%-483.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,411 | $6,357-62.1% | $5,568-56.7% | $6,342-62.0% |
| Admin fee / account holder | $9,832 | $19,816-50.4% | $16,241-39.5% | $12,312-20.1% |