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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 | $54,255 | $73,009-25.7% | $90,760-40.2% | $68,486-20.8% |
| Participation rate | 71.8% | 70.8%+1.0pp | 75.7%-3.9pp | 67.9%+3.9pp |
| Annual return | -18.83% | -13.81%-5.0pp | -12.16%-6.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $294 | $2,193-86.6% | $2,922-89.9% | $2,597-88.7% |
| Participant deferral / active EE | $1,742 | $3,626-52.0% | $4,565-61.8% | $4,028-56.7% |
| Admin fee / account holder | $1,307 | $5,896-77.8% | $8,444-84.5% | $5,404-75.8% |