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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 | $83,590 | $82,028+1.9% | $123,105-32.1% | $59,633+40.2% |
| Participation rate | 88.2% | 83.2%+5.0pp | 86.8%+1.5pp | 68.7%+19.6pp |
| Annual return | -2.75% | 5.12%-7.9pp | 13.22%-16.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,900 | $4,667+133.6% | $6,229+75.0% | $3,192+241.5% |
| Admin fee / account holder | $3,622 | $5,879-38.4% | $9,014-59.8% | $4,297-15.7% |