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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 | $30,084 | $72,177-58.3% | $115,038-73.8% | $59,633-49.6% |
| Participation rate | 76.0% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | -6.17% | 12.02%-18.2pp | 26.14%-32.3pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,061 | $4,783-56.9% | $6,026-65.8% | $3,192-35.4% |
| Admin fee / account holder | $6,654 | $4,927+35.0% | $8,175-18.6% | $4,297+54.8% |