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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 | $29,748 | $100,792-70.5% | $86,691-65.7% | $134,509-77.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -21.89% | 29.08%-51.0pp | 35.94%-57.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,810 | $5,339-66.1% | $4,656-61.1% | $6,400-71.7% |
| Admin fee / account holder | $374 | $10,924-96.6% | $7,492-95.0% | $11,427-96.7% |