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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 | $58,476 | $81,870-28.6% | $119,622-51.1% | $68,486-14.6% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -21.51% | -23.82%+2.3pp | -14.98%-6.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,588 | $4,148+82.9% | $5,601+35.5% | $4,028+88.4% |
| Admin fee / account holder | $12,980 | $6,583+97.2% | $10,328+25.7% | $5,404+140.2% |