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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 | $71,063 | $64,719+9.8% | $112,249-36.7% | $68,486+3.8% |
| Participation rate | 88.4% | 67.2%+21.2pp | 75.1%+13.3pp | 67.9%+20.5pp |
| Annual return | -20.12% | -11.40%-8.7pp | 27.48%-47.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $14 | $2,747-99.5% | $3,636-99.6% | $2,597-99.5% |
| Participant deferral / active EE | $3,319 | $3,565-6.9% | $4,729-29.8% | $4,028-17.6% |
| Admin fee / account holder | $3,291 | $5,232-37.1% | $6,412-48.7% | $5,404-39.1% |