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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 | $103,048 | $131,835-21.8% | $108,582-5.1% | $273,972-62.4% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 0.01% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $537 | $4,913-89.1% | $3,758-85.7% | $4,869-89.0% |
| Participant deferral / active EE | $2,773 | $5,127-45.9% | $4,311-35.7% | $5,287-47.5% |
| Admin fee / account holder | $301 | $10,253-97.1% | $7,645-96.1% | $10,133-97.0% |