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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 | $51,836 | $99,345-47.8% | $84,753-38.8% | $273,972-81.1% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | -1.42% | 22.93%-24.3pp | 22.78%-24.2pp | 41.46%-42.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,695 | $4,270-36.9% | $3,712-27.4% | $5,287-49.0% |
| Admin fee / account holder | $2,360 | $6,645-64.5% | $5,333-55.8% | $10,133-76.7% |