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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 | $24,739 | $100,792-75.5% | $86,691-71.5% | $134,509-81.6% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -20.60% | 29.08%-49.7pp | 35.94%-56.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $308 | $3,491-91.2% | $2,837-89.1% | $4,741-93.5% |
| Participant deferral / active EE | $2,628 | $5,339-50.8% | $4,656-43.6% | $6,400-58.9% |
| Admin fee / account holder | $485 | $10,924-95.6% | $7,492-93.5% | $11,427-95.8% |