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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 | $74,198 | $92,219-19.5% | $76,767-3.3% | $135,380-45.2% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -9.45% | 5.46%-14.9pp | 2.43%-11.9pp | 519.81%-529.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,984 | $4,508+77.1% | $3,852+107.3% | $5,609+42.3% |
| Admin fee / account holder | $642 | $10,749-94.0% | $6,675-90.4% | $10,828-94.1% |