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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 | $66,148 | $81,870-19.2% | $119,634-44.7% | $68,490-3.4% |
| Participation rate | 71.2% | 71.9%-0.7pp | 79.3%-8.1pp | 67.9%+3.3pp |
| Annual return | -21.58% | -23.82%+2.2pp | -14.98%-6.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $579 | $2,692-78.5% | $4,232-86.3% | $2,597-77.7% |
| Participant deferral / active EE | $3,702 | $4,148-10.7% | $5,601-33.9% | $4,028-8.1% |
| Admin fee / account holder | $6,635 | $6,583+0.8% | $10,329-35.8% | $5,403+22.8% |