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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 | $100,732 | $82,674+21.8% | $125,381-19.7% | $68,486+47.1% |
| Participation rate | 72.4% | 75.1%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.31%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $286 | $3,382-91.5% | $4,815-94.1% | $2,597-89.0% |
| Participant deferral / active EE | $6,223 | $6,111+1.8% | $7,448-16.4% | $4,028+54.5% |
| Admin fee / account holder | $858 | $6,277-86.3% | $10,007-91.4% | $5,404-84.1% |