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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 | $79,509 | $81,870-2.9% | $119,634-33.5% | $68,490+16.1% |
| Participation rate | 72.7% | 71.9%+0.8pp | 79.3%-6.5pp | 67.9%+4.8pp |
| Annual return | -19.67% | -23.82%+4.1pp | -14.98%-4.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,833 | $4,148+16.5% | $5,601-13.7% | $4,028+20.0% |
| Admin fee / account holder | $13,565 | $6,583+106.1% | $10,329+31.3% | $5,403+151.1% |