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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 | $65,950 | $72,177-8.6% | $115,038-42.7% | $59,633+10.6% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | -5.24% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,666 | $4,783-2.4% | $6,026-22.6% | $3,192+46.2% |
| Admin fee / account holder | $3,036 | $4,927-38.4% | $8,175-62.9% | $4,297-29.4% |