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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 | $42,511 | $58,587-27.4% | $83,322-49.0% | $64,173-33.8% |
| Participation rate | 80.0% | 72.0%+8.0pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -8.42% | 9.65%-18.1pp | 10.64%-19.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,939 | $4,654-36.9% | $5,565-47.2% | $3,470-15.3% |
| Admin fee / account holder | $1,537 | $9,279-83.4% | $7,540-79.6% | $4,887-68.5% |