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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 | $39,088 | $168,635-76.8% | $147,617-73.5% | $125,389-68.8% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -4.31% | 77.65%-82.0pp | 61.98%-66.3pp | 282.24%-286.5pp |
| Employer contribution / active EE | $820 | $6,252-86.9% | $5,564-85.3% | $4,866-83.2% |
| Participant deferral / active EE | $1,944 | $5,507-64.7% | $4,895-60.3% | $5,352-63.7% |
| Admin fee / account holder | $364 | $13,580-97.3% | $11,612-96.9% | $9,541-96.2% |