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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 | $30,078 | $96,524-68.8% | $75,900-60.4% | $152,909-80.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.3%+0.7pp | 82.5%-12.5pp |
| Annual return | -5.93% | 33.93%-39.9pp | 30.73%-36.7pp | 345.46%-351.4pp |
| Employer contribution / active EE | $355 | $3,311-89.3% | $2,501-85.8% | $4,764-92.5% |
| Participant deferral / active EE | $1,947 | $4,554-57.3% | $3,604-46.0% | $5,851-66.7% |
| Admin fee / account holder | $399 | $8,082-95.1% | $5,421-92.6% | $11,601-96.6% |