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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 | $84,536 | $142,392-40.6% | $119,622-29.3% | $134,532-37.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -21.65% | -12.46%-9.2pp | -14.98%-6.7pp | 418.27%-439.9pp |
| Employer contribution / active EE | $778 | $5,224-85.1% | $4,232-81.6% | $4,741-83.6% |
| Participant deferral / active EE | $3,757 | $6,467-41.9% | $5,601-32.9% | $6,401-41.3% |
| Admin fee / account holder | $570 | $13,593-95.8% | $10,328-94.5% | $11,429-95.0% |