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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 | $68,018 | $99,345-31.5% | $84,753-19.7% | $273,972-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -9.21% | 22.93%-32.1pp | 22.78%-32.0pp | 41.46%-50.7pp |
| Employer contribution / active EE | $362 | $4,214-91.4% | $3,574-89.9% | $4,869-92.6% |
| Participant deferral / active EE | $2,965 | $4,270-30.6% | $3,712-20.1% | $5,287-43.9% |
| Admin fee / account holder | $7,500 | $6,645+12.9% | $5,333+40.6% | $10,133-26.0% |