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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 | $23,779 | $99,345-76.1% | $84,753-71.9% | $273,972-91.3% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | -3.59% | 22.93%-26.5pp | 22.78%-26.4pp | 41.46%-45.0pp |
| Employer contribution / active EE | $572 | $4,214-86.4% | $3,574-84.0% | $4,869-88.2% |
| Participant deferral / active EE | $1,636 | $4,270-61.7% | $3,712-55.9% | $5,287-69.1% |
| Admin fee / account holder | $17,962 | $6,645+170.3% | $5,333+236.8% | $10,133+77.3% |