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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 | $53,447 | $82,028-34.8% | $123,105-56.6% | $59,633-10.4% |
| Participation rate | 85.4% | 83.2%+2.2pp | 86.8%-1.4pp | 68.7%+16.7pp |
| Annual return | -2.36% | 5.12%-7.5pp | 13.22%-15.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $651 | $3,297-80.2% | $5,151-87.4% | $2,203-70.4% |
| Participant deferral / active EE | $3,640 | $4,667-22.0% | $6,229-41.6% | $3,192+14.1% |
| Admin fee / account holder | $5,381 | $5,879-8.5% | $9,014-40.3% | $4,297+25.2% |