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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 | $39,315 | $62,586-37.2% | $76,766-48.8% | $64,181-38.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -7.93% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $230 | $1,832-87.4% | $2,485-90.7% | $2,381-90.3% |
| Participant deferral / active EE | $4,316 | $3,145+37.2% | $3,851+12.1% | $3,470+24.4% |
| Admin fee / account holder | $1,042 | $4,667-77.7% | $6,675-84.4% | $4,887-78.7% |