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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 | $25,162 | $152,651-83.5% | $105,218-76.1% | $125,389-79.9% |
| Participation rate | 78.6% | 81.5%-3.0pp | 77.2%+1.3pp | 83.2%-4.6pp |
| Annual return | -5.92% | 8.24%-14.2pp | 5.33%-11.3pp | 282.24%-288.2pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $14,242 | $6,660+113.9% | $4,867+192.7% | $5,352+166.1% |
| Admin fee / account holder | $6,282 | $14,248-55.9% | $6,992-10.2% | $9,541-34.2% |