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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 | $27,133 | $62,589-56.6% | $76,768-64.7% | $64,173-57.7% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -13.63% | -1.95%-11.7pp | 2.43%-16.1pp | 7.63%-21.3pp |
| Employer contribution / active EE | $298 | $1,832-83.8% | $2,485-88.0% | $2,381-87.5% |
| Participant deferral / active EE | $1,820 | $3,145-42.1% | $3,852-52.7% | $3,470-47.5% |
| Admin fee / account holder | $1,573 | $4,667-66.3% | $6,675-76.4% | $4,887-67.8% |