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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 | $32,756 | $88,707-63.1% | $74,184-55.8% | $273,972-88.0% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | -4.28% | 11.94%-16.2pp | 17.74%-22.0pp | 41.46%-45.7pp |
| Employer contribution / active EE | $75 | $3,159-97.6% | $2,370-96.8% | $4,869-98.5% |
| Participant deferral / active EE | $1,975 | $4,212-53.1% | $3,550-44.4% | $5,287-62.6% |
| Admin fee / account holder | $5,624 | $8,717-35.5% | $5,586+0.7% | $10,133-44.5% |