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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 | $29,054 | $135,956-78.6% | $123,894-76.5% | $273,972-89.4% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | -3.30% | 56.63%-59.9pp | 47.52%-50.8pp | 41.46%-44.8pp |
| Employer contribution / active EE | $286 | $5,170-94.5% | $4,617-93.8% | $4,869-94.1% |
| Participant deferral / active EE | $2,826 | $6,343-55.4% | $5,984-52.8% | $5,287-46.6% |
| Admin fee / account holder | $4,123 | $9,817-58.0% | $8,357-50.7% | $10,133-59.3% |