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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 | $56,633 | $73,009-22.4% | $90,760-37.6% | $68,486-17.3% |
| Participation rate | 75.0% | 70.8%+4.2pp | 75.7%-0.7pp | 67.9%+7.1pp |
| Annual return | -18.93% | -13.81%-5.1pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $383 | $2,193-82.5% | $2,922-86.9% | $2,597-85.2% |
| Participant deferral / active EE | $1,764 | $3,626-51.3% | $4,565-61.3% | $4,028-56.2% |
| Admin fee / account holder | $3,317 | $5,896-43.7% | $8,444-60.7% | $5,404-38.6% |