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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 | $70,297 | $111,787-37.1% | $93,681-25.0% | $145,978-51.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | -1.50% | 203.52%-205.0pp | 133.47%-135.0pp | 550.52%-552.0pp |
| Employer contribution / active EE | $260 | $3,093-91.6% | $2,422-89.3% | $4,662-94.4% |
| Participant deferral / active EE | $1,911 | $4,918-61.1% | $4,415-56.7% | $6,690-71.4% |
| Admin fee / account holder | $8,796 | $10,256-14.2% | $8,290+6.1% | $13,400-34.4% |