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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 | $133,671 | $71,873+86.0% | $86,698+54.2% | $68,490+95.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.70% | 3.54%-23.2pp | 35.96%-55.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $29 | $2,173-98.7% | $2,837-99.0% | $2,597-98.9% |
| Participant deferral / active EE | $8,433 | $3,779+123.1% | $4,656+81.1% | $4,028+109.4% |
| Admin fee / account holder | $452 | $6,110-92.6% | $7,492-94.0% | $5,403-91.6% |