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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 | $39,095 | $46,689-16.3% | $117,498-66.7% | $68,495-42.9% |
| Participation rate | 89.6% | 56.8%+32.8pp | 70.6%+19.0pp | 67.9%+21.7pp |
| Annual return | -19.57% | -14.52%-5.0pp | 29.75%-49.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,881 | $2,637+9.2% | $4,071-29.2% | $4,028-28.5% |
| Admin fee / account holder | $1,448 | $4,021-64.0% | $5,646-74.4% | $5,403-73.2% |