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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 | $50,841 | $167,323-69.6% | $143,770-64.6% | $134,493-62.2% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -20.68% | 0.47%-21.1pp | -0.04%-20.6pp | 418.01%-438.7pp |
| Employer contribution / active EE | $312 | $5,619-94.4% | $4,951-93.7% | $4,740-93.4% |
| Participant deferral / active EE | $2,607 | $6,446-59.6% | $5,638-53.8% | $6,400-59.3% |
| Admin fee / account holder | $6,702 | $18,088-62.9% | $14,673-54.3% | $11,425-41.3% |