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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 | $73,267 | $167,362-56.2% | $143,799-49.0% | $134,532-45.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.15% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $609 | $5,620-89.2% | $4,952-87.7% | $4,741-87.2% |
| Participant deferral / active EE | $2,651 | $6,447-58.9% | $5,638-53.0% | $6,401-58.6% |
| Admin fee / account holder | $1,552 | $18,094-91.4% | $14,677-89.4% | $11,429-86.4% |