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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 | $44,469 | $168,635-73.6% | $147,617-69.9% | $125,389-64.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.03% | 77.65%-84.7pp | 61.98%-69.0pp | 282.24%-289.3pp |
| Employer contribution / active EE | $767 | $6,252-87.7% | $5,564-86.2% | $4,866-84.2% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,895-38.7% | $5,352-43.9% |
| Admin fee / account holder | $1,224 | $13,580-91.0% | $11,612-89.5% | $9,541-87.2% |