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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 | $189,186 | $110,083+71.9% | $151,645+24.8% | $68,490+176.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 87.5%-0.8pp | 67.9%+18.8pp |
| Annual return | -19.17% | -10.12%-9.0pp | 3.34%-22.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $778 | $4,470-82.6% | $6,165-87.4% | $2,597-70.0% |
| Participant deferral / active EE | $7,133 | $6,526+9.3% | $8,363-14.7% | $4,028+77.1% |
| Admin fee / account holder | $690 | $7,718-91.1% | $11,614-94.1% | $5,403-87.2% |