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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 | $135,582 | $81,870+65.6% | $119,634+13.3% | $68,490+98.0% |
| Participation rate | 72.5% | 71.9%+0.7pp | 79.3%-6.7pp | 67.9%+4.7pp |
| Annual return | -19.11% | -23.82%+4.7pp | -14.98%-4.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $415 | $2,692-84.6% | $4,232-90.2% | $2,597-84.0% |
| Participant deferral / active EE | $3,238 | $4,148-21.9% | $5,601-42.2% | $4,028-19.6% |
| Admin fee / account holder | $3,573 | $6,583-45.7% | $10,329-65.4% | $5,403-33.9% |