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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 | $49,039 | $127,387-61.5% | $115,038-57.4% | $125,389-60.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -5.34% | 31.28%-36.6pp | 26.14%-31.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,850 | $6,423+37.8% | $6,026+46.9% | $5,352+65.4% |
| Admin fee / account holder | $1,332 | $9,516-86.0% | $8,175-83.7% | $9,541-86.0% |