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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 | $97,408 | $82,674+17.8% | $125,381-22.3% | $68,486+42.2% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -19.69% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $450 | $3,382-86.7% | $4,815-90.7% | $2,597-82.7% |
| Participant deferral / active EE | $3,553 | $6,111-41.9% | $7,448-52.3% | $4,028-11.8% |
| Admin fee / account holder | $3,207 | $6,277-48.9% | $10,007-68.0% | $5,404-40.7% |