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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 | $36,587 | $198,461-81.6% | $170,436-78.5% | $147,585-75.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -5.45% | 257.30%-262.7pp | 205.94%-211.4pp | 578.57%-584.0pp |
| Employer contribution / active EE | $1,108 | $6,184-82.1% | $5,433-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $4,993 | $5,629-11.3% | $4,939+1.1% | $5,439-8.2% |
| Admin fee / account holder | $7,301 | $16,852-56.7% | $13,880-47.4% | $10,885-32.9% |