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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 | $71,561 | $142,392-49.7% | $119,622-40.2% | $134,532-46.8% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -21.79% | -12.46%-9.3pp | -14.98%-6.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,024 | $5,224-80.4% | $4,232-75.8% | $4,741-78.4% |
| Participant deferral / active EE | $2,321 | $6,467-64.1% | $5,601-58.6% | $6,401-63.7% |
| Admin fee / account holder | $749 | $13,593-94.5% | $10,328-92.7% | $11,429-93.4% |