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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 | $38,764 | $167,353-76.8% | $143,797-73.0% | $134,545-71.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.26% | 0.48%-24.7pp | -0.04%-24.2pp | 418.37%-442.6pp |
| Employer contribution / active EE | $676 | $5,620-88.0% | $4,952-86.4% | $4,742-85.7% |
| Participant deferral / active EE | $2,221 | $6,447-65.5% | $5,638-60.6% | $6,401-65.3% |
| Admin fee / account holder | $1,284 | $18,096-92.9% | $14,679-91.3% | $11,431-88.8% |