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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 | $18,434 | $42,909-57.0% | $60,906-69.7% | $68,486-73.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -21.15% | -13.99%-7.2pp | 16.94%-38.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $198 | $1,979-90.0% | $2,703-92.7% | $2,597-92.4% |
| Participant deferral / active EE | $872 | $2,866-69.6% | $3,814-77.1% | $4,028-78.3% |
| Admin fee / account holder | $2,451 | $3,104-21.0% | $3,227-24.1% | $5,404-54.6% |