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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 | $67,704 | $123,793-45.3% | $177,840-61.9% | $79,852-15.2% |
| Participation rate | 82.8% | 84.7%-1.9pp | 87.7%-5.0pp | 69.6%+13.1pp |
| Annual return | -6.24% | 22.82%-29.1pp | 48.32%-54.6pp | 31.72%-38.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,177 | $5,956-13.1% | $7,714-32.9% | $3,740+38.4% |
| Admin fee / account holder | $12,543 | $7,243+73.2% | $12,431+0.9% | $5,306+136.4% |