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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 | $67,174 | $77,816-13.7% | $123,552-45.6% | $64,173+4.7% |
| Participation rate | 79.1% | 74.7%+4.4pp | 82.3%-3.2pp | 69.6%+9.5pp |
| Annual return | -8.27% | 12.49%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,412 | $5,240+60.5% | $6,426+30.9% | $3,470+142.4% |
| Admin fee / account holder | $3,439 | $5,519-37.7% | $9,285-63.0% | $4,887-29.6% |