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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 | $61,137 | $82,032-25.5% | $123,106-50.3% | $59,633+2.5% |
| Participation rate | 93.9% | 83.2%+10.7pp | 86.8%+7.2pp | 68.7%+25.3pp |
| Annual return | -25.29% | 5.12%-30.4pp | 13.22%-38.5pp | 2041.40%-2066.7pp |
| Employer contribution / active EE | $50 | $3,297-98.5% | $5,151-99.0% | $2,203-97.7% |
| Participant deferral / active EE | $4,833 | $4,667+3.6% | $6,229-22.4% | $3,192+51.4% |
| Admin fee / account holder | $4,193 | $5,881-28.7% | $9,015-53.5% | $4,297-2.4% |