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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 | $58,528 | $181,896-67.8% | $156,551-62.6% | $273,972-78.6% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -2.20% | 30.74%-32.9pp | 32.23%-34.4pp | 41.46%-43.7pp |
| Employer contribution / active EE | $453 | $6,248-92.8% | $5,501-91.8% | $4,869-90.7% |
| Participant deferral / active EE | $1,972 | $5,550-64.5% | $4,871-59.5% | $5,287-62.7% |
| Admin fee / account holder | $3,577 | $15,560-77.0% | $13,028-72.5% | $10,133-64.7% |