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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 | $68,331 | $82,674-17.3% | $125,363-45.5% | $68,495-0.2% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.0pp |
| Annual return | -20.88% | -5.97%-14.9pp | 572.15%-593.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $482 | $3,382-85.8% | $4,815-90.0% | $2,596-81.4% |
| Participant deferral / active EE | $3,299 | $6,111-46.0% | $7,447-55.7% | $4,028-18.1% |
| Admin fee / account holder | $3,298 | $6,276-47.5% | $10,005-67.0% | $5,403-39.0% |