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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 | $37,174 | $81,870-54.6% | $119,622-68.9% | $68,486-45.7% |
| Participation rate | 70.5% | 71.9%-1.4pp | 79.3%-8.8pp | 67.9%+2.6pp |
| Annual return | -18.97% | -23.82%+4.9pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $620 | $2,692-77.0% | $4,232-85.4% | $2,597-76.1% |
| Participant deferral / active EE | $2,856 | $4,148-31.2% | $5,601-49.0% | $4,028-29.1% |
| Admin fee / account holder | $512 | $6,583-92.2% | $10,328-95.0% | $5,404-90.5% |