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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 | $45,446 | $69,541-34.6% | $59,899-24.1% | $135,380-66.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -9.68% | 7.95%-17.6pp | 3.46%-13.1pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,184 | $4,206+118.4% | $3,402+169.9% | $5,609+63.7% |
| Admin fee / account holder | $523 | $5,737-90.9% | $3,592-85.4% | $10,828-95.2% |