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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 | $25,310 | $167,362-84.9% | $143,799-82.4% | $134,532-81.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.23% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $810 | $5,620-85.6% | $4,952-83.6% | $4,741-82.9% |
| Participant deferral / active EE | $2,244 | $6,447-65.2% | $5,638-60.2% | $6,401-65.0% |
| Admin fee / account holder | $1,038 | $18,094-94.3% | $14,677-92.9% | $11,429-90.9% |