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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 | $18,499 | $48,078-61.5% | $78,676-76.5% | $62,881-70.6% |
| Participation rate | 98.2% | 65.2%+33.0pp | 73.6%+24.6pp | 69.3%+28.9pp |
| Annual return | -3.41% | 31.36%-34.8pp | 62.19%-65.6pp | 20.14%-23.6pp |
| Employer contribution / active EE | $158 | $2,015-92.2% | $2,850-94.5% | $2,281-93.1% |
| Participant deferral / active EE | $1,949 | $2,587-24.7% | $3,517-44.6% | $3,203-39.1% |
| Admin fee / account holder | $1,481 | $3,206-53.8% | $4,510-67.2% | $4,296-65.5% |