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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 | $52,758 | $69,977-24.6% | $108,582-51.4% | $62,881-16.1% |
| Participation rate | 78.3% | 72.9%+5.4pp | 79.6%-1.3pp | 69.3%+9.0pp |
| Annual return | -2.93% | 10.73%-13.7pp | -51.70%+48.8pp | 20.14%-23.1pp |
| Employer contribution / active EE | $400 | $2,135-81.2% | $3,758-89.3% | $2,281-82.4% |
| Participant deferral / active EE | $2,217 | $3,165-29.9% | $4,311-48.6% | $3,203-30.8% |
| Admin fee / account holder | $4,047 | $5,076-20.3% | $7,645-47.1% | $4,296-5.8% |