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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 | $65,061 | $77,817-16.4% | $123,553-47.3% | $64,173+1.4% |
| Participation rate | 87.3% | 74.7%+12.6pp | 82.3%+5.0pp | 69.6%+17.7pp |
| Annual return | -12.27% | 12.49%-24.8pp | 119.21%-131.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $16,462 | $5,240+214.2% | $6,426+156.2% | $3,470+374.4% |
| Admin fee / account holder | $16,989 | $5,519+207.8% | $9,284+83.0% | $4,887+247.6% |