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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 | $65,936 | $64,719+1.9% | $112,249-41.3% | $68,486-3.7% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -20.41% | -11.40%-9.0pp | 27.48%-47.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,910 | $3,565+65.8% | $4,729+25.0% | $4,028+46.7% |
| Admin fee / account holder | $9,671 | $5,232+84.8% | $6,412+50.8% | $5,404+79.0% |