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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 | $29,235 | $180,459-83.8% | $154,108-81.0% | $135,380-78.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.01% | 888.21%-899.2pp | 735.21%-746.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $40 | $6,035-99.3% | $5,298-99.2% | $4,779-99.2% |
| Participant deferral / active EE | $3,692 | $5,806-36.4% | $5,081-27.3% | $5,609-34.2% |
| Admin fee / account holder | $2,313 | $16,145-85.7% | $13,411-82.8% | $10,828-78.6% |