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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 | $185,312-75.8% | $161,489-72.3% | $154,746-71.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | -45.62% | 103.84%-149.5pp | 89.72%-135.3pp | 172.34%-218.0pp |
| Employer contribution / active EE | $412 | $4,769-91.4% | $4,268-90.3% | $4,379-90.6% |
| Participant deferral / active EE | $3,017 | $6,350-52.5% | $5,630-46.4% | $6,730-55.2% |
| Admin fee / account holder | $542 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |