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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 | $143,679 | $167,362-14.2% | $143,799-0.1% | $134,532+6.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -22.96% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,109 | $5,620-80.3% | $4,952-77.6% | $4,741-76.6% |
| Participant deferral / active EE | $6,935 | $6,447+7.6% | $5,638+23.0% | $6,401+8.3% |
| Admin fee / account holder | $567 | $18,094-96.9% | $14,677-96.1% | $11,429-95.0% |