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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 | $48,676 | $88,707-45.1% | $74,184-34.4% | $273,972-82.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | -0.95% | 11.94%-12.9pp | 17.74%-18.7pp | 41.46%-42.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,400 | $4,212-43.0% | $3,550-32.4% | $5,287-54.6% |
| Admin fee / account holder | $35,009 | $8,717+301.6% | $5,586+526.8% | $10,133+245.5% |