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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 | $57,068 | $80,992-29.5% | $96,534-40.9% | $75,173-24.1% |
| Participation rate | 86.5% | 71.8%+14.7pp | 76.0%+10.5pp | 67.2%+19.3pp |
| Annual return | -5.36% | 27.05%-32.4pp | 25.88%-31.2pp | 160.72%-166.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,000 | $3,929-23.7% | $4,851-38.2% | $4,126-27.3% |
| Admin fee / account holder | $20,411 | $6,717+203.9% | $8,253+147.3% | $5,651+261.2% |