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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 | $60,103 | $71,872-16.4% | $86,691-30.7% | $68,495-12.3% |
| Participation rate | 74.3% | 72.2%+2.0pp | 76.6%-2.3pp | 67.9%+6.4pp |
| Annual return | -28.88% | 3.53%-32.4pp | 35.94%-64.8pp | -7.84%-21.0pp |
| Employer contribution / active EE | $358 | $2,173-83.5% | $2,837-87.4% | $2,596-86.2% |
| Participant deferral / active EE | $2,197 | $3,779-41.9% | $4,656-52.8% | $4,028-45.5% |
| Admin fee / account holder | $303 | $6,112-95.0% | $7,492-96.0% | $5,403-94.4% |