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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 | $63,967 | $72,177-11.4% | $115,037-44.4% | $59,633+7.3% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | -5.97% | 12.02%-18.0pp | 26.14%-32.1pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $15,739 | $4,783+229.1% | $6,026+161.2% | $3,192+393.1% |
| Admin fee / account holder | $3,049 | $4,927-38.1% | $8,175-62.7% | $4,297-29.0% |