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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 | $103,967 | $81,870+27.0% | $119,634-13.1% | $68,490+51.8% |
| Participation rate | 88.5% | 71.9%+16.6pp | 79.3%+9.2pp | 67.9%+20.6pp |
| Annual return | -21.71% | -23.82%+2.1pp | -14.98%-6.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $125 | $2,692-95.4% | $4,232-97.0% | $2,597-95.2% |
| Participant deferral / active EE | $2,283 | $4,148-45.0% | $5,601-59.2% | $4,028-43.3% |
| Admin fee / account holder | $13,801 | $6,583+109.6% | $10,329+33.6% | $5,403+155.4% |