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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 | $22,831 | $58,587-61.0% | $83,322-72.6% | $64,173-64.4% |
| Participation rate | 76.7% | 72.0%+4.7pp | 77.8%-1.0pp | 69.6%+7.2pp |
| Annual return | -10.05% | 9.65%-19.7pp | 10.64%-20.7pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,046 | $4,654+72.9% | $5,565+44.6% | $3,470+131.9% |
| Admin fee / account holder | $2,741 | $9,279-70.5% | $7,540-63.6% | $4,887-43.9% |