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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 | $36,380 | $81,870-55.6% | $119,622-69.6% | $68,486-46.9% |
| Participation rate | 73.6% | 71.9%+1.7pp | 79.3%-5.7pp | 67.9%+5.7pp |
| Annual return | -18.96% | -23.82%+4.9pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,177 | $4,148-47.5% | $5,601-61.1% | $4,028-46.0% |
| Admin fee / account holder | $2,998 | $6,583-54.5% | $10,328-71.0% | $5,404-44.5% |