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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 | $68,079 | $167,362-59.3% | $143,799-52.7% | $134,532-49.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -30.46% | 0.47%-30.9pp | -0.04%-30.4pp | 418.27%-448.7pp |
| Employer contribution / active EE | $532 | $5,620-90.5% | $4,952-89.3% | $4,741-88.8% |
| Participant deferral / active EE | $13,571 | $6,447+110.5% | $5,638+140.7% | $6,401+112.0% |
| Admin fee / account holder | $1,857 | $18,094-89.7% | $14,677-87.3% | $11,429-83.7% |