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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 | $116,946 | $73,019+60.2% | $90,766+28.8% | $68,490+70.7% |
| Participation rate | 88.2% | 70.8%+17.4pp | 75.7%+12.5pp | 67.9%+20.3pp |
| Annual return | -19.57% | -13.81%-5.8pp | -12.16%-7.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $225 | $2,193-89.8% | $2,922-92.3% | $2,597-91.4% |
| Participant deferral / active EE | $3,802 | $3,626+4.8% | $4,565-16.7% | $4,028-5.6% |
| Admin fee / account holder | $1,963 | $5,897-66.7% | $8,446-76.8% | $5,403-63.7% |