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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 | $70,575 | $87,544-19.4% | $75,784-6.9% | $125,388-43.7% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -5.93% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.2pp |
| Employer contribution / active EE | $26 | $3,930-99.3% | $3,323-99.2% | $4,866-99.5% |
| Participant deferral / active EE | $2,893 | $4,229-31.6% | $3,652-20.8% | $5,352-45.9% |
| Admin fee / account holder | $1,832 | $6,502-71.8% | $5,300-65.4% | $9,541-80.8% |