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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 | $25,450 | $54,239-53.1% | $70,098-63.7% | $68,495-62.8% |
| Participation rate | 70.2% | 64.5%+5.7pp | 70.5%-0.3pp | 67.9%+2.3pp |
| Annual return | -21.38% | -13.87%-7.5pp | 190.76%-212.1pp | -7.84%-13.5pp |
| Employer contribution / active EE | $170 | $2,019-91.6% | $2,560-93.4% | $2,596-93.5% |
| Participant deferral / active EE | $1,067 | $2,957-63.9% | $3,849-72.3% | $4,028-73.5% |
| Admin fee / account holder | $432 | $4,691-90.8% | $6,266-93.1% | $5,403-92.0% |