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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 | $32,293 | $100,805-68.0% | $86,698-62.8% | $134,532-76.0% |
| Participation rate | 81.0% | 79.0%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -21.64% | 29.09%-50.7pp | 35.95%-57.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $475 | $3,490-86.4% | $2,837-83.2% | $4,741-90.0% |
| Participant deferral / active EE | $2,113 | $5,339-60.4% | $4,656-54.6% | $6,401-67.0% |
| Admin fee / account holder | $4,151 | $10,925-62.0% | $7,493-44.6% | $11,429-63.7% |