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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 | $65,961 | $100,792-34.6% | $86,691-23.9% | $134,509-51.0% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -25.63% | 29.08%-54.7pp | 35.94%-61.6pp | 418.13%-443.8pp |
| Employer contribution / active EE | $322 | $3,491-90.8% | $2,837-88.7% | $4,741-93.2% |
| Participant deferral / active EE | $2,339 | $5,339-56.2% | $4,656-49.8% | $6,400-63.5% |
| Admin fee / account holder | $654 | $10,924-94.0% | $7,492-91.3% | $11,427-94.3% |