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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 | $50,617 | $148,582-65.9% | $135,942-62.8% | $139,456-63.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | -6.08% | 79.26%-85.3pp | 68.28%-74.4pp | 373.45%-379.5pp |
| Employer contribution / active EE | $625 | $5,245-88.1% | $4,858-87.1% | $4,753-86.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,693 | $12,402-70.2% | $10,764-65.7% | $11,407-67.6% |