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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 | $50,414 | $110,083-54.2% | $151,639-66.8% | $68,486-26.4% |
| Participation rate | 90.5% | 84.0%+6.6pp | 87.5%+3.0pp | 67.9%+22.6pp |
| Annual return | -21.14% | -10.12%-11.0pp | 3.34%-24.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,533 | $6,526-15.2% | $8,363-33.8% | $4,028+37.4% |
| Admin fee / account holder | $5,494 | $7,718-28.8% | $11,613-52.7% | $5,404+1.7% |