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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 | $75,074 | $59,813+25.5% | $79,580-5.7% | $68,486+9.6% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -22.46% | -12.30%-10.2pp | 0.15%-22.6pp | -7.85%-14.6pp |
| Employer contribution / active EE | $182 | $1,505-87.9% | $2,413-92.5% | $2,597-93.0% |
| Participant deferral / active EE | $3,545 | $3,024+17.2% | $3,985-11.0% | $4,028-12.0% |
| Admin fee / account holder | $4,800 | $4,835-0.7% | $6,835-29.8% | $5,404-11.2% |