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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 | $31,336 | $72,177-56.6% | $115,038-72.8% | $59,633-47.5% |
| Participation rate | 71.7% | 72.6%-0.9pp | 81.4%-9.7pp | 68.7%+3.0pp |
| Annual return | -3.33% | 12.02%-15.3pp | 26.14%-29.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $412 | $2,841-85.5% | $4,608-91.1% | $2,203-81.3% |
| Participant deferral / active EE | $2,275 | $4,783-52.4% | $6,026-62.3% | $3,192-28.7% |
| Admin fee / account holder | $1,229 | $4,927-75.0% | $8,175-85.0% | $4,297-71.4% |