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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 | $49,554 | $81,870-39.5% | $119,622-58.6% | $68,486-27.6% |
| Participation rate | 71.0% | 71.9%-0.9pp | 79.3%-8.3pp | 67.9%+3.1pp |
| Annual return | -19.72% | -23.82%+4.1pp | -14.98%-4.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $653 | $2,692-75.7% | $4,232-84.6% | $2,597-74.8% |
| Participant deferral / active EE | $3,673 | $4,148-11.5% | $5,601-34.4% | $4,028-8.8% |
| Admin fee / account holder | $3,410 | $6,583-48.2% | $10,328-67.0% | $5,404-36.9% |