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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 | $46,388 | $154,193-69.9% | $130,045-64.3% | $139,466-66.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 1.16% | 32.51%-31.3pp | -137.30%+138.5pp | 373.66%-372.5pp |
| Employer contribution / active EE | $954 | $5,292-82.0% | $4,321-77.9% | $4,754-79.9% |
| Participant deferral / active EE | $5,512 | $6,709-17.8% | $5,820-5.3% | $6,712-17.9% |
| Admin fee / account holder | $614 | $13,989-95.6% | $10,600-94.2% | $11,409-94.6% |