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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 | $31,648 | $56,894-44.4% | $84,753-62.7% | $62,881-49.7% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | -5.77% | 6.30%-12.1pp | 22.78%-28.6pp | 20.14%-25.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,731 | $2,709+0.8% | $3,712-26.4% | $3,203-14.7% |
| Admin fee / account holder | $806 | $3,581-77.5% | $5,333-84.9% | $4,296-81.2% |