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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 | $25,353 | $42,910-40.9% | $60,919-58.4% | $68,490-63.0% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -22.36% | -13.99%-8.4pp | 16.96%-39.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,671 | $2,866+28.1% | $3,814-3.8% | $4,028-8.9% |
| Admin fee / account holder | $4,124 | $3,104+32.8% | $3,228+27.8% | $5,403-23.7% |