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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 | $77,767 | $201,344-61.4% | $184,243-57.8% | $145,877-46.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | -3.14% | 29.01%-32.1pp | 28.82%-32.0pp | 551.28%-554.4pp |
| Employer contribution / active EE | $449 | $7,022-93.6% | $6,427-93.0% | $4,663-90.4% |
| Participant deferral / active EE | $9,383 | $9,807-4.3% | $9,132+2.7% | $6,691+40.2% |
| Admin fee / account holder | $4,063 | $16,382-75.2% | $13,914-70.8% | $13,402-69.7% |