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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 | $52,998 | $67,411-21.4% | $91,004-41.8% | $70,124-24.4% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 8.97% | -40.16%+49.1pp | 4.60%+4.4pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,403 | $2,823-14.9% | $3,548-32.3% | $3,332-27.9% |
| Admin fee / account holder | $12,137 | $4,236+186.5% | $5,417+124.0% | $4,645+161.3% |