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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 | $25,501 | $59,813-57.4% | $79,580-68.0% | $68,486-62.8% |
| Participation rate | 70.8% | 61.1%+9.8pp | 69.5%+1.3pp | 67.9%+2.9pp |
| Annual return | -22.16% | -12.30%-9.9pp | 0.15%-22.3pp | -7.85%-14.3pp |
| Employer contribution / active EE | $70 | $1,505-95.3% | $2,413-97.1% | $2,597-97.3% |
| Participant deferral / active EE | $3,917 | $3,024+29.5% | $3,985-1.7% | $4,028-2.8% |
| Admin fee / account holder | $819 | $4,835-83.1% | $6,835-88.0% | $5,404-84.8% |