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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 | $29,547 | $65,703-55.0% | $94,228-68.6% | $59,633-50.5% |
| Participation rate | 70.2% | 72.1%-1.9pp | 78.8%-8.6pp | 68.7%+1.5pp |
| Annual return | -2.93% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,464 | $3,143-53.4% | $4,320-66.1% | $3,192-54.1% |
| Admin fee / account holder | $535 | $4,264-87.5% | $6,269-91.5% | $4,297-87.5% |