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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 | $76,750 | $138,078-44.4% | $125,363-38.8% | $134,509-42.9% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -24.18% | 750.49%-774.7pp | 572.15%-596.3pp | 418.13%-442.3pp |
| Employer contribution / active EE | $610 | $5,245-88.4% | $4,815-87.3% | $4,741-87.1% |
| Participant deferral / active EE | $8,263 | $7,800+5.9% | $7,447+11.0% | $6,400+29.1% |
| Admin fee / account holder | $495 | $11,566-95.7% | $10,005-95.1% | $11,427-95.7% |