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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 | $35,174 | $147,167-76.1% | $111,392-68.4% | $135,380-74.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 78.9%+3.0pp | 82.6%-0.8pp |
| Annual return | -9.35% | -4.44%-4.9pp | -2.06%-7.3pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,610 | $6,565-29.8% | $5,567-17.2% | $5,609-17.8% |
| Admin fee / account holder | $1,495 | $20,270-92.6% | $12,266-87.8% | $10,828-86.2% |