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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 | $51,760 | $65,704-21.2% | $94,229-45.1% | $59,633-13.2% |
| Participation rate | 77.4% | 72.1%+5.3pp | 78.8%-1.4pp | 68.7%+8.7pp |
| Annual return | -2.94% | 5.22%-8.2pp | 10.68%-13.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,721 | $3,143-45.2% | $4,320-60.2% | $3,192-46.1% |
| Admin fee / account holder | $2,849 | $4,265-33.2% | $6,269-54.6% | $4,297-33.7% |