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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 | $75,025 | $135,956-44.8% | $123,894-39.4% | $273,972-72.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | -0.46% | 56.63%-57.1pp | 47.52%-48.0pp | 41.46%-41.9pp |
| Employer contribution / active EE | $347 | $5,170-93.3% | $4,617-92.5% | $4,869-92.9% |
| Participant deferral / active EE | $2,311 | $6,343-63.6% | $5,984-61.4% | $5,287-56.3% |
| Admin fee / account holder | $2,583 | $9,817-73.7% | $8,357-69.1% | $10,133-74.5% |