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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 | $68,515 | $82,678-17.1% | $125,391-45.4% | $68,4900% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $650 | $3,382-80.8% | $4,816-86.5% | $2,597-75.0% |
| Participant deferral / active EE | $3,669 | $6,111-40.0% | $7,448-50.7% | $4,028-8.9% |
| Admin fee / account holder | $3,370 | $6,277-46.3% | $10,009-66.3% | $5,403-37.6% |