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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 | $79,874 | $82,674-3.4% | $125,381-36.3% | $68,486+16.6% |
| Participation rate | 92.2% | 75.1%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -21.43% | -5.97%-15.5pp | 572.31%-593.7pp | -7.85%-13.6pp |
| Employer contribution / active EE | $408 | $3,382-87.9% | $4,815-91.5% | $2,597-84.3% |
| Participant deferral / active EE | $5,802 | $6,111-5.1% | $7,448-22.1% | $4,028+44.1% |
| Admin fee / account holder | $991 | $6,277-84.2% | $10,007-90.1% | $5,404-81.7% |