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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 | $22,182 | $127,387-82.6% | $115,038-80.7% | $125,389-82.3% |
| Participation rate | 90.5% | 84.2%+6.3pp | 81.4%+9.1pp | 83.2%+7.3pp |
| Annual return | -6.00% | 31.28%-37.3pp | 26.14%-32.1pp | 282.24%-288.2pp |
| Employer contribution / active EE | $741 | $5,166-85.7% | $4,608-83.9% | $4,866-84.8% |
| Participant deferral / active EE | $3,252 | $6,423-49.4% | $6,026-46.0% | $5,352-39.2% |
| Admin fee / account holder | $3,455 | $9,516-63.7% | $8,175-57.7% | $9,541-63.8% |