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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 | $55,706 | $140,592-60.4% | $123,105-54.7% | $125,389-55.6% |
| Participation rate | 84.6% | 88.2%-3.6pp | 86.8%-2.2pp | 83.2%+1.4pp |
| Annual return | -3.56% | 16.80%-20.4pp | 13.22%-16.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $913 | $6,041-84.9% | $5,151-82.3% | $4,866-81.2% |
| Participant deferral / active EE | $3,109 | $6,980-55.5% | $6,229-50.1% | $5,352-41.9% |
| Admin fee / account holder | $4,451 | $11,198-60.3% | $9,014-50.6% | $9,541-53.4% |