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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 | $64,881 | $59,813+8.5% | $79,580-18.5% | $68,486-5.3% |
| Participation rate | 71.2% | 61.1%+10.2pp | 69.5%+1.7pp | 67.9%+3.3pp |
| Annual return | -20.43% | -12.30%-8.1pp | 0.15%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $137 | $1,505-90.9% | $2,413-94.3% | $2,597-94.7% |
| Participant deferral / active EE | $4,192 | $3,024+38.6% | $3,985+5.2% | $4,028+4.1% |
| Admin fee / account holder | $2,187 | $4,835-54.8% | $6,835-68.0% | $5,404-59.5% |