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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 | $20,744 | $50,947-59.3% | $74,551-72.2% | $64,173-67.7% |
| Participation rate | 88.6% | 61.1%+27.6pp | 69.1%+19.5pp | 69.6%+19.1pp |
| Annual return | -10.34% | -1.85%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $16 | $1,115-98.5% | $1,961-99.2% | $2,381-99.3% |
| Participant deferral / active EE | $1,657 | $2,302-28.0% | $3,108-46.7% | $3,470-52.2% |
| Admin fee / account holder | $772 | $4,221-81.7% | $5,059-84.7% | $4,887-84.2% |