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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 | $43,260 | $48,235-10.3% | $68,803-37.1% | $68,490-36.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -19.70% | -12.70%-7.0pp | -6.37%-13.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $231 | $1,829-87.4% | $2,656-91.3% | $2,597-91.1% |
| Participant deferral / active EE | $3,100 | $2,867+8.1% | $3,942-21.4% | $4,028-23.0% |
| Admin fee / account holder | $1,321 | $4,361-69.7% | $4,936-73.2% | $5,403-75.6% |