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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 | $49,885 | $167,362-70.2% | $143,799-65.3% | $134,532-62.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -24.40% | 0.47%-24.9pp | -0.04%-24.4pp | 418.27%-442.7pp |
| Employer contribution / active EE | $992 | $5,620-82.3% | $4,952-80.0% | $4,741-79.1% |
| Participant deferral / active EE | $5,191 | $6,447-19.5% | $5,638-7.9% | $6,401-18.9% |
| Admin fee / account holder | $2,874 | $18,094-84.1% | $14,677-80.4% | $11,429-74.9% |