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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 | $67,125 | $167,353-59.9% | $143,797-53.3% | $134,545-50.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.94% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $390 | $5,620-93.1% | $4,952-92.1% | $4,742-91.8% |
| Participant deferral / active EE | $8,919 | $6,447+38.3% | $5,638+58.2% | $6,401+39.3% |
| Admin fee / account holder | $616 | $18,096-96.6% | $14,679-95.8% | $11,431-94.6% |