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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 | $39,099 | $71,878-45.6% | $86,698-54.9% | $68,486-42.9% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -20.03% | 3.53%-23.6pp | 35.95%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,600 | $3,779+154.0% | $4,656+106.2% | $4,028+138.4% |
| Admin fee / account holder | $3,599 | $6,113-41.1% | $7,493-52.0% | $5,404-33.4% |