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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 | $28,650 | $80,992-64.6% | $96,534-70.3% | $75,173-61.9% |
| Participation rate | 73.4% | 71.8%+1.6pp | 76.0%-2.5pp | 67.2%+6.2pp |
| Annual return | -5.64% | 27.05%-32.7pp | 25.88%-31.5pp | 160.72%-166.4pp |
| Employer contribution / active EE | $3 | $2,283-99.9% | $2,965-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $2,947 | $3,929-25.0% | $4,851-39.2% | $4,126-28.6% |
| Admin fee / account holder | $3,211 | $6,717-52.2% | $8,253-61.1% | $5,651-43.2% |