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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 | $25,543 | $183,516-86.1% | $155,534-83.6% | $145,884-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.70% | 61.43%-64.1pp | 64.92%-67.6pp | 551.85%-554.5pp |
| Employer contribution / active EE | $900 | $5,315-83.1% | $4,675-80.7% | $4,662-80.7% |
| Participant deferral / active EE | $9,450 | $6,467+46.1% | $5,630+67.8% | $6,690+41.3% |
| Admin fee / account holder | $27,070 | $19,293+40.3% | $15,900+70.3% | $13,392+102.1% |