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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 | $63,714 | $64,729-1.6% | $112,263-43.2% | $68,490-7.0% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.49%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,947 | $3,566+150.9% | $4,729+89.2% | $4,028+122.1% |
| Admin fee / account holder | $3,378 | $5,222-35.3% | $6,410-47.3% | $5,403-37.5% |