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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 | $29,793 | $73,848-59.7% | $143,799-79.3% | $68,486-56.5% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -21.50% | 0.91%-22.4pp | -0.04%-21.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,285 | $3,385+85.7% | $5,638+11.5% | $4,028+56.1% |
| Admin fee / account holder | $1,261 | $5,755-78.1% | $14,677-91.4% | $5,404-76.7% |