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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 | $72,274 | $81,870-11.7% | $119,622-39.6% | $68,486+5.5% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.5pp | 67.9%+26.8pp |
| Annual return | -18.99% | -23.82%+4.8pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $89 | $2,692-96.7% | $4,232-97.9% | $2,597-96.6% |
| Participant deferral / active EE | $9,728 | $4,148+134.5% | $5,601+73.7% | $4,028+141.5% |
| Admin fee / account holder | $10,328 | $6,583+56.9% | $10,3280% | $5,404+91.1% |