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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 | $80,690 | $77,817+3.7% | $123,553-34.7% | $64,173+25.7% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -8.38% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,244 | $5,240+19.2% | $6,426-2.8% | $3,470+80.0% |
| Admin fee / account holder | $788 | $5,519-85.7% | $9,284-91.5% | $4,887-83.9% |