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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 | $66,435 | $39,132+69.8% | $57,196+16.2% | $62,881+5.7% |
| Participation rate | 89.2% | 70.5%+18.8pp | 75.3%+13.9pp | 69.3%+19.9pp |
| Annual return | -1.52% | 9.24%-10.8pp | 14.59%-16.1pp | 20.14%-21.7pp |
| Employer contribution / active EE | $7 | $1,874-99.6% | $2,683-99.7% | $2,281-99.7% |
| Participant deferral / active EE | $2,001 | $2,374-15.7% | $3,096-35.4% | $3,203-37.5% |
| Admin fee / account holder | $20,182 | $2,594+678.0% | $3,141+542.6% | $4,296+369.8% |