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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 | $82,544 | $82,678-0.2% | $125,391-34.2% | $68,490+20.5% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -21.05% | -5.97%-15.1pp | 572.41%-593.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $538 | $3,382-84.1% | $4,816-88.8% | $2,597-79.3% |
| Participant deferral / active EE | $10,503 | $6,111+71.9% | $7,448+41.0% | $4,028+160.8% |
| Admin fee / account holder | $30,731 | $6,277+389.5% | $10,009+207.0% | $5,403+468.8% |