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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 | $34,534 | $71,872-52.0% | $86,691-60.2% | $68,495-49.6% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -19.86% | 3.53%-23.4pp | 35.94%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,119 | $3,779-17.5% | $4,656-33.0% | $4,028-22.6% |
| Admin fee / account holder | $1,683 | $6,112-72.5% | $7,492-77.5% | $5,403-68.9% |