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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 | $26,427 | $71,872-63.2% | $86,691-69.5% | $68,495-61.4% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.3pp | 67.9%+5.4pp |
| Annual return | -21.95% | 3.53%-25.5pp | 35.94%-57.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $348 | $2,173-84.0% | $2,837-87.7% | $2,596-86.6% |
| Participant deferral / active EE | $2,212 | $3,779-41.5% | $4,656-52.5% | $4,028-45.1% |
| Admin fee / account holder | $2,777 | $6,112-54.6% | $7,492-62.9% | $5,403-48.6% |