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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 | $28,422 | $48,046-40.8% | $84,610-66.4% | $72,986-61.1% |
| Participation rate | 72.5% | 57.6%+15.0pp | 68.2%+4.3pp | 69.5%+3.1pp |
| Annual return | -3.69% | 37.38%-41.1pp | 258.74%-262.4pp | 81.01%-84.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,562 | $2,680+32.9% | $3,899-8.6% | $3,607-1.3% |
| Admin fee / account holder | $1,654 | $3,395-51.3% | $4,912-66.3% | $5,124-67.7% |