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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 | $56,318 | $110,083-48.8% | $151,628-62.9% | $68,495-17.8% |
| Participation rate | 81.3% | 84.0%-2.6pp | 87.5%-6.2pp | 67.9%+13.4pp |
| Annual return | -19.68% | -10.12%-9.6pp | 3.34%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $881 | $4,470-80.3% | $6,165-85.7% | $2,596-66.1% |
| Participant deferral / active EE | $3,557 | $6,526-45.5% | $8,363-57.5% | $4,028-11.7% |
| Admin fee / account holder | $2,444 | $7,718-68.3% | $11,613-79.0% | $5,403-54.8% |