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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 | $101,505 | $142,392-28.7% | $119,622-15.1% | $134,532-24.5% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -21.99% | -12.46%-9.5pp | -14.98%-7.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,014 | $5,224-80.6% | $4,232-76.0% | $4,741-78.6% |
| Participant deferral / active EE | $4,244 | $6,467-34.4% | $5,601-24.2% | $6,401-33.7% |
| Admin fee / account holder | $9,411 | $13,593-30.8% | $10,328-8.9% | $11,429-17.6% |