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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 | $80,829 | $100,792-19.8% | $86,691-6.8% | $134,509-39.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -27.02% | 29.08%-56.1pp | 35.94%-63.0pp | 418.13%-445.2pp |
| Employer contribution / active EE | $391 | $3,491-88.8% | $2,837-86.2% | $4,741-91.7% |
| Participant deferral / active EE | $2,598 | $5,339-51.3% | $4,656-44.2% | $6,400-59.4% |
| Admin fee / account holder | $2,421 | $10,924-77.8% | $7,492-67.7% | $11,427-78.8% |