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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 | $49,962 | $82,678-39.6% | $125,391-60.2% | $68,490-27.1% |
| Participation rate | 82.6% | 75.1%+7.5pp | 82.4%+0.2pp | 67.9%+14.7pp |
| Annual return | -23.36% | -5.97%-17.4pp | 572.41%-595.8pp | -7.85%-15.5pp |
| Employer contribution / active EE | $428 | $3,382-87.4% | $4,816-91.1% | $2,597-83.5% |
| Participant deferral / active EE | $8,552 | $6,111+39.9% | $7,448+14.8% | $4,028+112.3% |
| Admin fee / account holder | $6,442 | $6,277+2.6% | $10,009-35.6% | $5,403+19.2% |