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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 | $52,784 | $77,816-32.2% | $123,552-57.3% | $64,173-17.7% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.3%+12.8pp | 69.6%+25.5pp |
| Annual return | -9.17% | 12.49%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,041 | $5,240+129.8% | $6,426+87.4% | $3,470+247.0% |
| Admin fee / account holder | $5,789 | $5,519+4.9% | $9,285-37.6% | $4,887+18.5% |