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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 | $47,755 | $157,296-69.6% | $141,191-66.2% | $152,897-68.8% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.5%-6.3pp |
| Annual return | -1.51% | 64.34%-65.8pp | 71.41%-72.9pp | 345.43%-346.9pp |
| Employer contribution / active EE | $773 | $5,262-85.3% | $4,736-83.7% | $4,764-83.8% |
| Participant deferral / active EE | $3,964 | $7,111-44.3% | $6,710-40.9% | $5,851-32.3% |
| Admin fee / account holder | $4,383 | $12,125-63.9% | $10,264-57.3% | $11,599-62.2% |