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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 | $32,465 | $99,345-67.3% | $84,753-61.7% | $273,972-88.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -6.59% | 22.93%-29.5pp | 22.78%-29.4pp | 41.46%-48.0pp |
| Employer contribution / active EE | $500 | $4,214-88.1% | $3,574-86.0% | $4,869-89.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $366 | $6,645-94.5% | $5,333-93.1% | $10,133-96.4% |