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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 | $128,204 | $162,136-20.9% | $152,301-15.8% | $154,746-17.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -0.49% | 91.02%-91.5pp | 80.50%-81.0pp | 172.34%-172.8pp |
| Employer contribution / active EE | $217 | $4,890-95.6% | $4,624-95.3% | $4,379-95.0% |
| Participant deferral / active EE | $3,950 | $8,341-52.6% | $8,004-50.6% | $6,730-41.3% |
| Admin fee / account holder | $850 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |