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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 | $158,610 | $94,529+67.8% | $140,019+13.3% | $64,173+147.2% |
| Participation rate | 83.8% | 84.1%-0.3pp | 87.5%-3.7pp | 69.6%+14.2pp |
| Annual return | -7.64% | 7.77%-15.4pp | 651.17%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $415 | $3,812-89.1% | $5,605-92.6% | $2,381-82.6% |
| Participant deferral / active EE | $15,193 | $5,250+189.4% | $6,927+119.3% | $3,470+337.9% |
| Admin fee / account holder | $17,229 | $6,741+155.6% | $10,705+60.9% | $4,887+252.5% |