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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 | $42,599 | $162,812-73.8% | $133,971-68.2% | $158,966-73.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -4.40% | 41.94%-46.3pp | 45.09%-49.5pp | 302.95%-307.3pp |
| Employer contribution / active EE | $526 | $4,976-89.4% | $3,919-86.6% | $4,762-88.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,872 | $11,741-84.1% | $8,929-79.0% | $11,250-83.4% |