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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 | $91,679 | $95,915-4.4% | $79,580+15.2% | $134,532-31.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -22.52% | -2.71%-19.8pp | 0.15%-22.7pp | 418.27%-440.8pp |
| Employer contribution / active EE | $528 | $3,129-83.1% | $2,413-78.1% | $4,741-88.9% |
| Participant deferral / active EE | $5,063 | $4,693+7.9% | $3,985+27.0% | $6,401-20.9% |
| Admin fee / account holder | $1,272 | $9,132-86.1% | $6,835-81.4% | $11,429-88.9% |