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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 | $23,012 | $40,275-42.9% | $57,356-59.9% | $59,633-61.4% |
| Participation rate | 84.2% | 69.1%+15.1pp | 75.1%+9.1pp | 68.7%+15.5pp |
| Annual return | -2.15% | 27.52%-29.7pp | 24.41%-26.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $138 | $1,921-92.8% | $2,689-94.9% | $2,203-93.7% |
| Participant deferral / active EE | $1,689 | $2,400-29.6% | $3,162-46.6% | $3,192-47.1% |
| Admin fee / account holder | $2,701 | $2,820-4.2% | $3,357-19.5% | $4,297-37.1% |