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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 | $39,373 | $73,009-46.1% | $90,760-56.6% | $68,486-42.5% |
| Participation rate | 92.6% | 70.8%+21.8pp | 75.7%+16.9pp | 67.9%+24.7pp |
| Annual return | -19.73% | -13.81%-5.9pp | -12.16%-7.6pp | -7.85%-11.9pp |
| Employer contribution / active EE | $370 | $2,193-83.1% | $2,922-87.3% | $2,597-85.7% |
| Participant deferral / active EE | $1,618 | $3,626-55.4% | $4,565-64.6% | $4,028-59.8% |
| Admin fee / account holder | $11,987 | $5,896+103.3% | $8,444+42.0% | $5,404+121.8% |