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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 | $122,294 | $167,362-26.9% | $143,799-15.0% | $134,532-9.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.22% | 0.47%-21.7pp | -0.04%-21.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,127 | $5,620-80.0% | $4,952-77.2% | $4,741-76.2% |
| Participant deferral / active EE | $7,616 | $6,447+18.1% | $5,638+35.1% | $6,401+19.0% |
| Admin fee / account holder | $846 | $18,094-95.3% | $14,677-94.2% | $11,429-92.6% |