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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 | $33,216 | $72,273-54.0% | $101,275-67.2% | $79,856-58.4% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | -5.61% | 22.30%-27.9pp | 46.48%-52.1pp | 31.71%-37.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,454 | $3,282-55.7% | $4,371-66.7% | $3,741-61.1% |
| Admin fee / account holder | $466 | $4,401-89.4% | $5,948-92.2% | $5,306-91.2% |