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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 | $44,518 | $110,083-59.6% | $151,628-70.6% | $68,495-35.0% |
| Participation rate | 86.0% | 84.0%+2.1pp | 87.5%-1.4pp | 67.9%+18.2pp |
| Annual return | -27.46% | -10.12%-17.3pp | 3.34%-30.8pp | -7.84%-19.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,509 | $6,526+61.0% | $8,363+25.7% | $4,028+160.9% |
| Admin fee / account holder | $3,410 | $7,718-55.8% | $11,613-70.6% | $5,403-36.9% |