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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 | $91,530 | $110,083-16.9% | $151,645-39.6% | $68,490+33.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -20.50% | -10.12%-10.4pp | 3.34%-23.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $619 | $4,470-86.2% | $6,165-90.0% | $2,597-76.2% |
| Participant deferral / active EE | $3,282 | $6,526-49.7% | $8,363-60.8% | $4,028-18.5% |
| Admin fee / account holder | $1,872 | $7,718-75.7% | $11,614-83.9% | $5,403-65.4% |