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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 | $82,674+3.2% | $125,358-32.0% | $68,498+24.5% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.03%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $526 | $3,381-84.4% | $4,814-89.1% | $2,596-79.7% |
| Participant deferral / active EE | $3,676 | $6,111-39.8% | $7,447-50.6% | $4,027-8.7% |
| Admin fee / account holder | $35,344 | $6,276+463.2% | $10,007+253.2% | $5,403+554.2% |