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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 | $53,698 | $109,359-50.9% | $162,185-66.9% | $72,976-26.4% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | -0.98% | 25.46%-26.4pp | 115.61%-116.6pp | 81.02%-82.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,051 | $5,481-26.1% | $7,297-44.5% | $3,608+12.3% |
| Admin fee / account holder | $402 | $7,972-95.0% | $10,844-96.3% | $5,124-92.2% |