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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 | $60,930 | $71,534-14.8% | $98,462-38.1% | $71,529-14.8% |
| Participation rate | 92.0% | 72.7%+19.3pp | 75.2%+16.8pp | 67.9%+24.1pp |
| Annual return | -4.18% | 32.44%-36.6pp | 21.17%-25.4pp | 28.97%-33.1pp |
| Employer contribution / active EE | $371 | $2,399-84.5% | $3,049-87.8% | $2,590-85.7% |
| Participant deferral / active EE | $5,494 | $4,109+33.7% | $4,738+15.9% | $4,291+28.0% |
| Admin fee / account holder | $17,193 | $1,677+925.4% | $8,875+93.7% | $1,588+982.3% |