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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 | $34,768 | $64,719-46.3% | $112,249-69.0% | $68,486-49.2% |
| Participation rate | 90.2% | 67.2%+23.1pp | 75.1%+15.2pp | 67.9%+22.4pp |
| Annual return | -21.72% | -11.40%-10.3pp | 27.48%-49.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,590 | $3,565+0.7% | $4,729-24.1% | $4,028-10.9% |
| Admin fee / account holder | $2,189 | $5,232-58.2% | $6,412-65.9% | $5,404-59.5% |