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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 | $63,047 | $168,635-62.6% | $147,617-57.3% | $125,389-49.7% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.95% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,018 | $6,252-83.7% | $5,564-81.7% | $4,866-79.1% |
| Participant deferral / active EE | $1,962 | $5,507-64.4% | $4,895-59.9% | $5,352-63.3% |
| Admin fee / account holder | $949 | $13,580-93.0% | $11,612-91.8% | $9,541-90.1% |