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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 | $29,615 | $81,870-63.8% | $119,608-75.2% | $68,495-56.8% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.5pp | 67.9%+26.8pp |
| Annual return | -19.61% | -23.82%+4.2pp | -14.98%-4.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $624 | $2,692-76.8% | $4,232-85.3% | $2,596-76.0% |
| Participant deferral / active EE | $1,875 | $4,148-54.8% | $5,601-66.5% | $4,028-53.4% |
| Admin fee / account holder | $734 | $6,583-88.9% | $10,326-92.9% | $5,403-86.4% |