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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 | $56,100 | $167,353-66.5% | $143,797-61.0% | $134,545-58.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -22.96% | 0.48%-23.4pp | -0.04%-22.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $780 | $5,620-86.1% | $4,952-84.3% | $4,742-83.6% |
| Participant deferral / active EE | $5,189 | $6,447-19.5% | $5,638-8.0% | $6,401-18.9% |
| Admin fee / account holder | $579 | $18,096-96.8% | $14,679-96.1% | $11,431-94.9% |