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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 | $22,527 | $64,716-65.2% | $112,258-79.9% | $68,495-67.1% |
| Participation rate | 87.8% | 67.2%+20.6pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -19.90% | -11.40%-8.5pp | 27.47%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $537 | $2,746-80.5% | $3,636-85.2% | $2,596-79.3% |
| Participant deferral / active EE | $3,626 | $3,565+1.7% | $4,728-23.3% | $4,028-10.0% |
| Admin fee / account holder | $4,690 | $5,232-10.4% | $6,411-26.9% | $5,403-13.2% |