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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 | $37,594 | $65,704-42.8% | $94,229-60.1% | $59,633-37.0% |
| Participation rate | 87.0% | 72.1%+14.8pp | 78.8%+8.2pp | 68.7%+18.3pp |
| Annual return | -3.13% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,933 | $3,143-38.5% | $4,320-55.3% | $3,192-39.4% |
| Admin fee / account holder | $559 | $4,265-86.9% | $6,269-91.1% | $4,297-87.0% |