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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 | $41,245 | $64,719-36.3% | $112,249-63.3% | $68,486-39.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -27.31% | -11.40%-15.9pp | 27.48%-54.8pp | -7.85%-19.5pp |
| Employer contribution / active EE | $246 | $2,747-91.0% | $3,636-93.2% | $2,597-90.5% |
| Participant deferral / active EE | $2,926 | $3,565-17.9% | $4,729-38.1% | $4,028-27.4% |
| Admin fee / account holder | $6,686 | $5,232+27.8% | $6,412+4.3% | $5,404+23.7% |