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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 | $54,176 | $57,350-5.5% | $83,850-35.4% | $64,181-15.6% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -8.66% | 11.38%-20.0pp | 850.92%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $521 | $2,545-79.5% | $3,631-85.6% | $2,381-78.1% |
| Participant deferral / active EE | $3,895 | $2,993+30.1% | $4,082-4.6% | $3,470+12.2% |
| Admin fee / account holder | $3,671 | $4,046-9.3% | $5,478-33.0% | $4,887-24.9% |