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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 | $32,547 | $46,689-30.3% | $117,498-72.3% | $68,495-52.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -25.43% | -14.52%-10.9pp | 29.75%-55.2pp | -7.84%-17.6pp |
| Employer contribution / active EE | $153 | $1,505-89.8% | $4,178-96.3% | $2,596-94.1% |
| Participant deferral / active EE | $1,182 | $2,637-55.2% | $4,071-71.0% | $4,028-70.6% |
| Admin fee / account holder | $4,495 | $4,021+11.8% | $5,646-20.4% | $5,403-16.8% |