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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 | $24,594 | $50,947-51.7% | $74,551-67.0% | $64,173-61.7% |
| Participation rate | 72.5% | 61.1%+11.4pp | 69.1%+3.4pp | 69.6%+2.9pp |
| Annual return | -17.44% | -1.85%-15.6pp | 32.53%-50.0pp | 7.63%-25.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,873 | $2,302+68.3% | $3,108+24.6% | $3,470+11.6% |
| Admin fee / account holder | $907 | $4,221-78.5% | $5,059-82.1% | $4,887-81.4% |