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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 | $74,944 | $142,392-47.4% | $119,622-37.3% | $134,532-44.3% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -20.57% | -12.46%-8.1pp | -14.98%-5.6pp | 418.27%-438.8pp |
| Employer contribution / active EE | $784 | $5,224-85.0% | $4,232-81.5% | $4,741-83.5% |
| Participant deferral / active EE | $4,867 | $6,467-24.7% | $5,601-13.1% | $6,401-24.0% |
| Admin fee / account holder | $4,235 | $13,593-68.8% | $10,328-59.0% | $11,429-62.9% |