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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 | $27,314 | $114,013-76.0% | $103,693-73.7% | $155,188-82.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | -5.22% | 49.31%-54.5pp | 47.61%-52.8pp | 148.84%-154.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,788 | $4,970+36.6% | $4,579+48.2% | $6,531+3.9% |
| Admin fee / account holder | $4,271 | $8,407-49.2% | $7,858-45.6% | $14,480-70.5% |