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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 | $24,745 | $178,174-86.1% | $156,181-84.2% | $137,256-82.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | -26.45% | 84.19%-110.6pp | 64.87%-91.3pp | 220.34%-246.8pp |
| Employer contribution / active EE | $335 | $4,972-93.3% | $4,294-92.2% | $4,156-91.9% |
| Participant deferral / active EE | $2,188 | $6,888-68.2% | $6,132-64.3% | $6,407-65.8% |
| Admin fee / account holder | $12,113 | $17,404-30.4% | $14,586-17.0% | $12,270-1.3% |