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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 | $85,286 | $82,678+3.2% | $125,391-32.0% | $68,490+24.5% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.41%-591.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $526 | $3,382-84.4% | $4,816-89.1% | $2,597-79.7% |
| Participant deferral / active EE | $3,676 | $6,111-39.8% | $7,448-50.6% | $4,028-8.7% |
| Admin fee / account holder | $35,344 | $6,277+463.0% | $10,009+253.1% | $5,403+554.2% |