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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 | $32,513 | $99,345-67.3% | $84,753-61.6% | $273,972-88.1% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | -1.41% | 22.93%-24.3pp | 22.78%-24.2pp | 41.46%-42.9pp |
| Employer contribution / active EE | $560 | $4,214-86.7% | $3,574-84.3% | $4,869-88.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $457 | $6,645-93.1% | $5,333-91.4% | $10,133-95.5% |