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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 | $29,163 | $64,729-54.9% | $112,263-74.0% | $68,490-57.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.00% | -11.40%-9.6pp | 27.49%-48.5pp | -7.85%-13.1pp |
| Employer contribution / active EE | $603 | $2,746-78.1% | $3,636-83.4% | $2,597-76.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $542 | $5,222-89.6% | $6,410-91.5% | $5,403-90.0% |