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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 | $72,357 | $100,811-28.2% | $86,698-16.5% | $134,545-46.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -20.96% | 29.11%-50.1pp | 35.96%-56.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $306 | $3,490-91.2% | $2,837-89.2% | $4,742-93.5% |
| Participant deferral / active EE | $7,786 | $5,339+45.8% | $4,656+67.2% | $6,401+21.6% |
| Admin fee / account holder | $1,074 | $10,926-90.2% | $7,492-85.7% | $11,431-90.6% |