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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 | $141,355 | $100,792+40.2% | $86,691+63.1% | $134,509+5.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -27.28% | 29.08%-56.4pp | 35.94%-63.2pp | 418.13%-445.4pp |
| Employer contribution / active EE | $570 | $3,491-83.7% | $2,837-79.9% | $4,741-88.0% |
| Participant deferral / active EE | $1,768 | $5,339-66.9% | $4,656-62.0% | $6,400-72.4% |
| Admin fee / account holder | $2,147 | $10,924-80.3% | $7,492-71.3% | $11,427-81.2% |