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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 | $56,763 | $127,387-55.4% | $115,038-50.7% | $125,389-54.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -21.84% | 31.28%-53.1pp | 26.14%-48.0pp | 282.24%-304.1pp |
| Employer contribution / active EE | $316 | $5,166-93.9% | $4,608-93.1% | $4,866-93.5% |
| Participant deferral / active EE | $3,132 | $6,423-51.2% | $6,026-48.0% | $5,352-41.5% |
| Admin fee / account holder | $1,406 | $9,516-85.2% | $8,175-82.8% | $9,541-85.3% |