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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 | $13,011 | $97,289-86.6% | $92,805-86.0% | $155,188-91.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | -38.62% | 29.03%-67.7pp | 31.59%-70.2pp | 148.84%-187.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,509 | $8,795+19.5% | $8,448+24.4% | $6,531+60.9% |
| Admin fee / account holder | $8,626 | $12,015-28.2% | $10,911-20.9% | $14,480-40.4% |