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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 | $87,414 | $167,522-47.8% | $151,639-42.4% | $134,532-35.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -28.49% | 7.81%-36.3pp | 3.34%-31.8pp | 418.27%-446.8pp |
| Employer contribution / active EE | $871 | $6,828-87.2% | $6,165-85.9% | $4,741-81.6% |
| Participant deferral / active EE | $13,692 | $8,986+52.4% | $8,363+63.7% | $6,401+113.9% |
| Admin fee / account holder | $2,492 | $13,780-81.9% | $11,613-78.5% | $11,429-78.2% |