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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 | $129,494 | $81,870+58.2% | $119,634+8.2% | $68,490+89.1% |
| Participation rate | 76.8% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -42.13% | -23.82%-18.3pp | -14.98%-27.1pp | -7.85%-34.3pp |
| Employer contribution / active EE | $672 | $2,692-75.0% | $4,232-84.1% | $2,597-74.1% |
| Participant deferral / active EE | $6,714 | $4,148+61.9% | $5,601+19.9% | $4,028+66.7% |
| Admin fee / account holder | $1,318 | $6,583-80.0% | $10,329-87.2% | $5,403-75.6% |