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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 | $37,189 | $81,870-54.6% | $119,608-68.9% | $68,495-45.7% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | -44.19% | -23.82%-20.4pp | -14.98%-29.2pp | -7.84%-36.4pp |
| Employer contribution / active EE | $134 | $2,692-95.0% | $4,232-96.8% | $2,596-94.9% |
| Participant deferral / active EE | $6,324 | $4,148+52.5% | $5,601+12.9% | $4,028+57.0% |
| Admin fee / account holder | $3,149 | $6,583-52.2% | $10,326-69.5% | $5,403-41.7% |