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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 | $92,402 | $71,873+28.6% | $86,698+6.6% | $68,490+34.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.07% | 3.54%-23.6pp | 35.96%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $254 | $2,173-88.3% | $2,837-91.1% | $2,597-90.2% |
| Participant deferral / active EE | $5,090 | $3,779+34.7% | $4,656+9.3% | $4,028+26.4% |
| Admin fee / account holder | $2,887 | $6,110-52.8% | $7,492-61.5% | $5,403-46.6% |