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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 | $102,479 | $110,083-6.9% | $151,628-32.4% | $68,495+49.6% |
| Participation rate | 72.5% | 84.0%-11.5pp | 87.5%-15.0pp | 67.9%+4.6pp |
| Annual return | -22.26% | -10.12%-12.1pp | 3.34%-25.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,305 | $4,470-70.8% | $6,165-78.8% | $2,596-49.8% |
| Participant deferral / active EE | $3,650 | $6,526-44.1% | $8,363-56.4% | $4,028-9.4% |
| Admin fee / account holder | $3,915 | $7,718-49.3% | $11,613-66.3% | $5,403-27.5% |