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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 | $29,609 | $58,093-49.0% | $80,022-63.0% | $56,289-47.4% |
| Participation rate | 88.5% | 73.6%+14.9pp | 75.8%+12.7pp | 69.9%+18.6pp |
| Annual return | -8.71% | 34.63%-43.3pp | 11.22%-19.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $225 | $1,933-88.3% | $2,468-90.9% | $2,111-89.3% |
| Participant deferral / active EE | $2,328 | $3,136-25.8% | $3,686-36.8% | $3,350-30.5% |
| Admin fee / account holder | $3,695 | $623+493.6% | $6,521-43.3% | $521+609.3% |