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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 | $69,943 | $131,835-46.9% | $108,582-35.6% | $273,972-74.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | -2.22% | -91.57%+89.3pp | -51.70%+49.5pp | 41.46%-43.7pp |
| Employer contribution / active EE | $1 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,169 | $5,127-18.7% | $4,311-3.3% | $5,287-21.1% |
| Admin fee / account holder | $996 | $10,253-90.3% | $7,645-87.0% | $10,133-90.2% |