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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 | $54,889 | $110,083-50.1% | $151,645-63.8% | $68,490-19.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -19.18% | -10.12%-9.1pp | 3.34%-22.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,175 | $4,470-73.7% | $6,165-80.9% | $2,597-54.7% |
| Participant deferral / active EE | $3,735 | $6,526-42.8% | $8,363-55.3% | $4,028-7.3% |
| Admin fee / account holder | $6,717 | $7,718-13.0% | $11,614-42.2% | $5,403+24.3% |