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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 | $48,876 | $93,346-47.6% | $71,796-31.9% | $273,972-82.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | -3.80% | 130.39%-134.2pp | 78.04%-81.8pp | 41.46%-45.3pp |
| Employer contribution / active EE | $208 | $2,733-92.4% | $1,924-89.2% | $4,869-95.7% |
| Participant deferral / active EE | $1,495 | $3,475-57.0% | $2,794-46.5% | $5,287-71.7% |
| Admin fee / account holder | $4,416 | $6,571-32.8% | $4,815-8.3% | $10,133-56.4% |