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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 | $47,513 | $81,870-42.0% | $119,622-60.3% | $68,486-30.6% |
| Participation rate | 71.1% | 71.9%-0.8pp | 79.3%-8.2pp | 67.9%+3.2pp |
| Annual return | -21.17% | -23.82%+2.6pp | -14.98%-6.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $344 | $2,692-87.2% | $4,232-91.9% | $2,597-86.8% |
| Participant deferral / active EE | $3,440 | $4,148-17.1% | $5,601-38.6% | $4,028-14.6% |
| Admin fee / account holder | $3,513 | $6,583-46.6% | $10,328-66.0% | $5,404-35.0% |