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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 | $60,054 | $42,383+41.7% | $76,518-21.5% | $64,173-6.4% |
| Participation rate | 84.6% | 58.1%+26.5pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | -9.90% | -16.54%+6.6pp | -0.27%-9.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,408 | $2,566+71.8% | $3,836+14.9% | $3,470+27.0% |
| Admin fee / account holder | $2,977 | $3,198-6.9% | $4,849-38.6% | $4,887-39.1% |