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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 | $51,374 | $135,956-62.2% | $123,894-58.5% | $273,972-81.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | -3.43% | 56.63%-60.1pp | 47.52%-50.9pp | 41.46%-44.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,083 | $6,343-4.1% | $5,984+1.6% | $5,287+15.0% |
| Admin fee / account holder | $3,525 | $9,817-64.1% | $8,357-57.8% | $10,133-65.2% |