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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 | $39,584 | $70,002-43.5% | $115,038-65.6% | $52,331-24.4% |
| Participation rate | 85.7% | 72.1%+13.6pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | -1.81% | 4.04%-5.9pp | 26.14%-28.0pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,196 | $4,920+25.9% | $6,026+2.8% | $3,022+105.0% |
| Admin fee / account holder | $784 | $566+38.5% | $8,175-90.4% | $592+32.5% |