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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 | $17,922 | $32,037-44.1% | $69,182-74.1% | $62,881-71.5% |
| Participation rate | 82.9% | 43.4%+39.5pp | 55.1%+27.8pp | 69.3%+13.6pp |
| Annual return | -1.71% | 15.16%-16.9pp | -21.93%+20.2pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,479 | $1,185+24.8% | $1,897-22.0% | $3,203-53.8% |
| Admin fee / account holder | $3,409 | $2,608+30.7% | $2,697+26.4% | $4,296-20.6% |