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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 | $24,327 | $138,078-82.4% | $125,363-80.6% | $134,509-81.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -39.19% | 750.49%-789.7pp | 572.15%-611.3pp | 418.13%-457.3pp |
| Employer contribution / active EE | $797 | $5,245-84.8% | $4,815-83.4% | $4,741-83.2% |
| Participant deferral / active EE | $7,649 | $7,800-1.9% | $7,447+2.7% | $6,400+19.5% |
| Admin fee / account holder | $4,258 | $11,566-63.2% | $10,005-57.4% | $11,427-62.7% |