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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 | $93,999 | $99,345-5.4% | $84,753+10.9% | $273,972-65.7% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | -4.57% | 22.93%-27.5pp | 22.78%-27.4pp | 41.46%-46.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,797 | $4,270-57.9% | $3,712-51.6% | $5,287-66.0% |
| Admin fee / account holder | $1,520 | $6,645-77.1% | $5,333-71.5% | $10,133-85.0% |