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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 | $58,679 | $58,828-0.3% | $78,002-24.8% | $62,881-6.7% |
| Participation rate | 76.0% | 71.1%+4.9pp | 75.5%+0.5pp | 69.3%+6.7pp |
| Annual return | -7.32% | 17.16%-24.5pp | 425.99%-433.3pp | 20.14%-27.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,356 | $2,686-49.5% | $3,497-61.2% | $3,203-57.7% |
| Admin fee / account holder | $3,261 | $4,393-25.8% | $5,481-40.5% | $4,296-24.1% |