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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 | $46,534 | $60,349-22.9% | $74,184-37.3% | $62,881-26.0% |
| Participation rate | 74.1% | 72.7%+1.4pp | 76.6%-2.5pp | 69.3%+4.8pp |
| Annual return | -3.65% | 21.38%-25.0pp | 17.74%-21.4pp | 20.14%-23.8pp |
| Employer contribution / active EE | $324 | $1,680-80.7% | $2,370-86.3% | $2,281-85.8% |
| Participant deferral / active EE | $1,694 | $2,856-40.7% | $3,550-52.3% | $3,203-47.1% |
| Admin fee / account holder | $8,789 | $4,261+106.3% | $5,586+57.3% | $4,296+104.6% |