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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 | $60,200 | $82,674-27.2% | $125,381-52.0% | $68,486-12.1% |
| Participation rate | 77.2% | 75.1%+2.1pp | 82.4%-5.2pp | 67.9%+9.3pp |
| Annual return | -19.83% | -5.97%-13.9pp | 572.31%-592.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $620 | $3,382-81.7% | $4,815-87.1% | $2,597-76.1% |
| Participant deferral / active EE | $13,936 | $6,111+128.1% | $7,448+87.1% | $4,028+246.0% |
| Admin fee / account holder | $2,366 | $6,277-62.3% | $10,007-76.4% | $5,404-56.2% |