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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 | $40,404 | $113,941-64.5% | $94,228-57.1% | $125,388-67.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.40% | 5.29%-13.7pp | 10.68%-19.1pp | 282.24%-290.6pp |
| Employer contribution / active EE | $607 | $4,727-87.2% | $3,587-83.1% | $4,866-87.5% |
| Participant deferral / active EE | $12,696 | $5,179+145.2% | $4,320+193.9% | $5,352+137.2% |
| Admin fee / account holder | $1,250 | $8,392-85.1% | $6,269-80.1% | $9,541-86.9% |