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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 | $58,752 | $76,551-23.3% | $123,894-52.6% | $62,881-6.6% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | -3.40% | 18.68%-22.1pp | 47.52%-50.9pp | 20.14%-23.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $13,879 | $4,840+186.8% | $5,984+131.9% | $3,203+333.3% |
| Admin fee / account holder | $4,479 | $4,826-7.2% | $8,357-46.4% | $4,296+4.3% |