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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 | $85,653 | $167,353-48.8% | $143,797-40.4% | $134,545-36.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.13% | 0.48%-25.6pp | -0.04%-25.1pp | 418.37%-443.5pp |
| Employer contribution / active EE | $1,144 | $5,620-79.7% | $4,952-76.9% | $4,742-75.9% |
| Participant deferral / active EE | $5,625 | $6,447-12.7% | $5,638-0.2% | $6,401-12.1% |
| Admin fee / account holder | $1,705 | $18,096-90.6% | $14,679-88.4% | $11,431-85.1% |