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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 | $33,764 | $91,536-63.1% | $130,062-74.0% | $75,177-55.1% |
| Participation rate | 81.5% | 71.5%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 11.83% | -631.62%+643.4pp | -137.37%+149.2pp | 160.75%-148.9pp |
| Employer contribution / active EE | $451 | $2,845-84.1% | $4,322-89.6% | $2,671-83.1% |
| Participant deferral / active EE | $1,988 | $4,343-54.2% | $5,821-65.8% | $4,126-51.8% |
| Admin fee / account holder | $1,890 | $6,780-72.1% | $10,601-82.2% | $5,651-66.6% |