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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 | $61,946 | $142,409-56.5% | $119,634-48.2% | $134,545-54.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -25.35% | -12.46%-12.9pp | -14.98%-10.4pp | 418.37%-443.7pp |
| Employer contribution / active EE | $1,052 | $5,224-79.9% | $4,232-75.2% | $4,742-77.8% |
| Participant deferral / active EE | $2,473 | $6,468-61.8% | $5,601-55.9% | $6,401-61.4% |
| Admin fee / account holder | $1,737 | $13,594-87.2% | $10,329-83.2% | $11,431-84.8% |