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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 | $19,617 | $48,050-59.2% | $85,969-77.2% | $59,633-67.1% |
| Participation rate | 72.7% | 64.5%+8.3pp | 76.5%-3.8pp | 68.7%+4.1pp |
| Annual return | -2.72% | 0.29%-3.0pp | 9.32%-12.0pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,412 | $2,249+7.2% | $3,829-37.0% | $3,192-24.4% |
| Admin fee / account holder | $1,714 | $3,206-46.5% | $6,053-71.7% | $4,297-60.1% |