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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 | $28,601 | $73,009-60.8% | $90,756-68.5% | $68,495-58.2% |
| Participation rate | 93.9% | 70.8%+23.1pp | 75.7%+18.2pp | 67.9%+26.0pp |
| Annual return | -19.13% | -13.81%-5.3pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $312 | $2,193-85.8% | $2,922-89.3% | $2,596-88.0% |
| Participant deferral / active EE | $2,235 | $3,626-38.4% | $4,565-51.0% | $4,028-44.5% |
| Admin fee / account holder | $1,173 | $5,896-80.1% | $8,445-86.1% | $5,403-78.3% |