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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 | $15,027 | $111,535-86.5% | $105,223-85.7% | $137,256-89.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -4.19% | 237.85%-242.0pp | 180.65%-184.8pp | 220.34%-224.5pp |
| Employer contribution / active EE | $707 | $3,939-82.0% | $3,689-80.8% | $4,156-83.0% |
| Participant deferral / active EE | $5,605 | $5,500+1.9% | $5,072+10.5% | $6,407-12.5% |
| Admin fee / account holder | $747 | $9,721-92.3% | $8,859-91.6% | $12,270-93.9% |