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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 | $102,533 | $73,009+40.4% | $90,756+13.0% | $68,495+49.7% |
| Participation rate | 77.8% | 70.8%+6.9pp | 75.7%+2.1pp | 67.9%+9.9pp |
| Annual return | -19.81% | -13.81%-6.0pp | -12.16%-7.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $349 | $2,193-84.1% | $2,922-88.0% | $2,596-86.5% |
| Participant deferral / active EE | $2,440 | $3,626-32.7% | $4,565-46.5% | $4,028-39.4% |
| Admin fee / account holder | $1,632 | $5,896-72.3% | $8,445-80.7% | $5,403-69.8% |