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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 | $21,231 | $87,544-75.7% | $75,784-72.0% | $125,388-83.1% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | -4.18% | 13.49%-17.7pp | 9.68%-13.9pp | 282.24%-286.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,778 | $4,229-58.0% | $3,652-51.3% | $5,352-66.8% |
| Admin fee / account holder | $2,633 | $6,502-59.5% | $5,300-50.3% | $9,541-72.4% |