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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 | $23,178 | $43,344-46.5% | $59,899-61.3% | $64,173-63.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -13.46% | -1.55%-11.9pp | 3.46%-16.9pp | 7.63%-21.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,509 | $2,547+77.0% | $3,402+32.5% | $3,470+30.0% |
| Admin fee / account holder | $1,388 | $3,008-53.8% | $3,592-61.3% | $4,887-71.6% |