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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 | $51,798 | $94,529-45.2% | $140,019-63.0% | $64,173-19.3% |
| Participation rate | 82.6% | 84.1%-1.5pp | 87.5%-4.9pp | 69.6%+13.0pp |
| Annual return | -7.41% | 7.77%-15.2pp | 651.15%-658.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,101 | $3,812-71.1% | $5,605-80.4% | $2,381-53.8% |
| Participant deferral / active EE | $2,944 | $5,250-43.9% | $6,927-57.5% | $3,470-15.1% |
| Admin fee / account holder | $2,014 | $6,741-70.1% | $10,705-81.2% | $4,887-58.8% |