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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 | $30,192 | $41,377-27.0% | $109,313-72.4% | $62,881-52.0% |
| Participation rate | 77.4% | 57.5%+19.8pp | 71.3%+6.1pp | 69.3%+8.1pp |
| Annual return | -1.51% | 11.05%-12.6pp | 22.07%-23.6pp | 20.14%-21.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,659 | $2,045-18.9% | $3,166-47.6% | $3,203-48.2% |
| Admin fee / account holder | $1,517 | $2,884-47.4% | $5,666-73.2% | $4,296-64.7% |