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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 | $68,012 | $61,660+10.3% | $80,022-15.0% | $64,173+6.0% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | -9.71% | -0.33%-9.4pp | 11.22%-20.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $372 | $1,810-79.5% | $2,468-84.9% | $2,381-84.4% |
| Participant deferral / active EE | $1,750 | $2,968-41.0% | $3,686-52.5% | $3,470-49.6% |
| Admin fee / account holder | $1,240 | $5,417-77.1% | $6,521-81.0% | $4,887-74.6% |