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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 | $20,810 | $66,223-68.6% | - | $152,897-86.4% |
| Participation rate | 77.8% | 72.4%+5.4pp | - | 82.5%-4.7pp |
| Annual return | 10.34% | 27.69%-17.3pp | - | 345.43%-335.1pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | - | $4,764-100.0% |
| Participant deferral / active EE | $3,742 | $4,140-9.6% | - | $5,851-36.0% |
| Admin fee / account holder | $1,567 | $4,664-66.4% | - | $11,599-86.5% |