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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 | $65,537 | $81,900-20.0% | $119,615-45.2% | $68,498-4.3% |
| Participation rate | 90.2% | 71.9%+18.4pp | 79.3%+11.0pp | 67.9%+22.4pp |
| Annual return | -21.34% | -23.82%+2.5pp | -14.98%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $542 | $2,693-79.9% | $4,232-87.2% | $2,596-79.1% |
| Participant deferral / active EE | $3,151 | $4,148-24.0% | $5,602-43.8% | $4,027-21.8% |
| Admin fee / account holder | $4,675 | $6,582-29.0% | $10,324-54.7% | $5,403-13.5% |