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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 | $56,931 | $105,867-46.2% | $90,760-37.3% | $134,532-57.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.64% | -10.99%-10.7pp | -12.16%-9.5pp | 418.27%-439.9pp |
| Employer contribution / active EE | $200 | $3,464-94.2% | $2,922-93.2% | $4,741-95.8% |
| Participant deferral / active EE | $1,683 | $5,217-67.7% | $4,565-63.1% | $6,401-73.7% |
| Admin fee / account holder | $7,337 | $13,936-47.4% | $8,444-13.1% | $11,429-35.8% |