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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 | $38,256 | $60,349-36.6% | $74,184-48.4% | $62,881-39.2% |
| Participation rate | 73.1% | 72.7%+0.3pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | -1.64% | 21.38%-23.0pp | 17.74%-19.4pp | 20.14%-21.8pp |
| Employer contribution / active EE | -$91 | $1,680-105.4% | $2,370-103.8% | $2,281-104.0% |
| Participant deferral / active EE | $2,050 | $2,856-28.2% | $3,550-42.2% | $3,203-36.0% |
| Admin fee / account holder | $742 | $4,261-82.6% | $5,586-86.7% | $4,296-82.7% |