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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 | $35,892 | $110,083-67.4% | $151,628-76.3% | $68,495-47.6% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -21.93% | -10.12%-11.8pp | 3.34%-25.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $830 | $4,470-81.4% | $6,165-86.5% | $2,596-68.0% |
| Participant deferral / active EE | $7,641 | $6,526+17.1% | $8,363-8.6% | $4,028+89.7% |
| Admin fee / account holder | $818 | $7,718-89.4% | $11,613-93.0% | $5,403-84.9% |