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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 | $60,812 | $110,083-44.8% | $151,645-59.9% | $68,490-11.2% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | -22.99% | -10.12%-12.9pp | 3.34%-26.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,773 | $6,526-26.9% | $8,363-42.9% | $4,028+18.5% |
| Admin fee / account holder | $471 | $7,718-93.9% | $11,614-95.9% | $5,403-91.3% |