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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 | $78,365 | $71,878+9.0% | $86,698-9.6% | $68,486+14.4% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -22.35% | 3.53%-25.9pp | 35.95%-58.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $557 | $2,173-74.4% | $2,837-80.4% | $2,597-78.5% |
| Participant deferral / active EE | $2,647 | $3,779-30.0% | $4,656-43.2% | $4,028-34.3% |
| Admin fee / account holder | $9,141 | $6,113+49.5% | $7,493+22.0% | $5,404+69.2% |