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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 | $64,754 | $56,484+14.6% | $169,452-61.8% | $64,173+0.9% |
| Participation rate | 70.4% | 64.5%+5.8pp | 77.8%-7.4pp | 69.6%+0.8pp |
| Annual return | -8.23% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,511 | $3,448+1.8% | $5,277-33.5% | $3,470+1.2% |
| Admin fee / account holder | $1,129 | $4,174-72.9% | $9,110-87.6% | $4,887-76.9% |