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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 | $45,746 | $82,678-44.7% | $125,391-63.5% | $68,490-33.2% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -21.10% | -5.97%-15.1pp | 572.41%-593.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $673 | $3,382-80.1% | $4,816-86.0% | $2,597-74.1% |
| Participant deferral / active EE | $4,529 | $6,111-25.9% | $7,448-39.2% | $4,028+12.4% |
| Admin fee / account holder | $692 | $6,277-89.0% | $10,009-93.1% | $5,403-87.2% |