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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 | $24,532 | $52,911-53.6% | $73,309-66.5% | $59,633-58.9% |
| Participation rate | 73.0% | 68.2%+4.8pp | 74.9%-1.9pp | 68.7%+4.3pp |
| Annual return | -3.79% | 12.20%-16.0pp | 5.67%-9.5pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | -$1 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,775 | $4,069-31.8% | $4,991-44.4% | $3,192-13.0% |
| Admin fee / account holder | $2,971 | $3,835-22.5% | $5,635-47.3% | $4,297-30.8% |