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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 | $77,644 | $127,387-39.0% | $115,038-32.5% | $125,389-38.1% |
| Participation rate | 89.5% | 84.2%+5.3pp | 81.4%+8.1pp | 83.2%+6.3pp |
| Annual return | -5.92% | 31.28%-37.2pp | 26.14%-32.1pp | 282.24%-288.2pp |
| Employer contribution / active EE | $526 | $5,166-89.8% | $4,608-88.6% | $4,866-89.2% |
| Participant deferral / active EE | $5,596 | $6,423-12.9% | $6,026-7.1% | $5,352+4.6% |
| Admin fee / account holder | $1,480 | $9,516-84.5% | $8,175-81.9% | $9,541-84.5% |