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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 | $94,667 | $81,870+15.6% | $119,634-20.9% | $68,490+38.2% |
| Participation rate | 86.9% | 71.9%+15.0pp | 79.3%+7.6pp | 67.9%+19.0pp |
| Annual return | -24.09% | -23.82%-0.3pp | -14.98%-9.1pp | -7.85%-16.2pp |
| Employer contribution / active EE | $302 | $2,692-88.8% | $4,232-92.9% | $2,597-88.4% |
| Participant deferral / active EE | $7,008 | $4,148+68.9% | $5,601+25.1% | $4,028+74.0% |
| Admin fee / account holder | $3,629 | $6,583-44.9% | $10,329-64.9% | $5,403-32.8% |