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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 | $20,034 | $90,486-77.9% | $78,676-74.5% | $273,972-92.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -0.17% | 75.62%-75.8pp | 62.19%-62.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,535 | $3,901+67.5% | $3,517+85.8% | $5,287+23.6% |
| Admin fee / account holder | $1,370 | $5,263-74.0% | $4,510-69.6% | $10,133-86.5% |