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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 | $58,980 | $49,177+19.9% | $79,466-25.8% | $64,173-8.1% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.3%-1.9pp | 69.6%+1.9pp |
| Annual return | -12.91% | -1.16%-11.7pp | 718.28%-731.2pp | 7.63%-20.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,170 | $2,821+12.4% | $3,704-14.4% | $3,470-8.6% |
| Admin fee / account holder | $1,392 | $3,839-63.7% | $5,104-72.7% | $4,887-71.5% |