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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 | $95,152 | $82,678+15.1% | $125,391-24.1% | $68,490+38.9% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -20.12% | -5.97%-14.1pp | 572.41%-592.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $421 | $3,382-87.6% | $4,816-91.3% | $2,597-83.8% |
| Participant deferral / active EE | $2,920 | $6,111-52.2% | $7,448-60.8% | $4,028-27.5% |
| Admin fee / account holder | $1,528 | $6,277-75.7% | $10,009-84.7% | $5,403-71.7% |