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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 | $31,675 | $60,349-47.5% | $74,184-57.3% | $62,881-49.6% |
| Participation rate | 88.7% | 72.7%+16.0pp | 76.6%+12.1pp | 69.3%+19.4pp |
| Annual return | -3.29% | 21.38%-24.7pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $321 | $1,680-80.9% | $2,370-86.5% | $2,281-85.9% |
| Participant deferral / active EE | $2,055 | $2,856-28.1% | $3,550-42.1% | $3,203-35.8% |
| Admin fee / account holder | $1,729 | $4,261-59.4% | $5,586-69.1% | $4,296-59.8% |