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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 | $67,651 | $100,805-32.9% | $86,698-22.0% | $134,532-49.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -36.27% | 29.09%-65.4pp | 35.95%-72.2pp | 418.27%-454.5pp |
| Employer contribution / active EE | $173 | $3,490-95.0% | $2,837-93.9% | $4,741-96.3% |
| Participant deferral / active EE | $4,250 | $5,339-20.4% | $4,656-8.7% | $6,401-33.6% |
| Admin fee / account holder | $1,212 | $10,925-88.9% | $7,493-83.8% | $11,429-89.4% |