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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 | $54,789 | $165,381-66.9% | $149,730-63.4% | $158,966-65.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | -17.03% | 348.29%-365.3pp | 276.70%-293.7pp | 302.95%-320.0pp |
| Employer contribution / active EE | $374 | $5,104-92.7% | $4,645-91.9% | $4,762-92.1% |
| Participant deferral / active EE | $3,743 | $7,182-47.9% | $6,843-45.3% | $5,983-37.4% |
| Admin fee / account holder | $30,994 | $10,809+186.7% | $9,310+232.9% | $11,250+175.5% |