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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 | $44,803 | $181,062-75.3% | $158,223-71.7% | $155,188-71.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | -45.62% | 57.39%-103.0pp | 52.09%-97.7pp | 148.84%-194.5pp |
| Employer contribution / active EE | $412 | $4,565-91.0% | $4,109-90.0% | $4,248-90.3% |
| Participant deferral / active EE | $3,017 | $6,134-50.8% | $5,467-44.8% | $6,531-53.8% |
| Admin fee / account holder | $542 | $18,825-97.1% | $16,047-96.6% | $14,480-96.3% |