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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 | $57,375 | $53,162+7.9% | $91,227-37.1% | $68,490-16.2% |
| Participation rate | 70.2% | 63.2%+7.0pp | 73.2%-3.0pp | 67.9%+2.3pp |
| Annual return | -21.45% | -3.14%-18.3pp | 114.14%-135.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,802 | $2,974+61.5% | $4,234+13.4% | $4,028+19.2% |
| Admin fee / account holder | $3,936 | $4,493-12.4% | $5,423-27.4% | $5,403-27.2% |