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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 | $34,191 | $52,678-35.1% | $75,784-54.9% | $59,633-42.7% |
| Participation rate | 73.8% | 67.2%+6.6pp | 75.8%-2.0pp | 68.7%+5.1pp |
| Annual return | -3.17% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $355 | $2,193-83.8% | $3,323-89.3% | $2,203-83.9% |
| Participant deferral / active EE | $2,245 | $2,591-13.3% | $3,652-38.5% | $3,192-29.6% |
| Admin fee / account holder | $834 | $3,610-76.9% | $5,300-84.3% | $4,297-80.6% |