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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 | $43,035 | $167,352-74.3% | $143,788-70.1% | $134,509-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.73% | 0.47%-23.2pp | -0.03%-22.7pp | 418.13%-440.9pp |
| Employer contribution / active EE | $625 | $5,620-88.9% | $4,952-87.4% | $4,741-86.8% |
| Participant deferral / active EE | $2,761 | $6,447-57.2% | $5,638-51.0% | $6,400-56.9% |
| Admin fee / account holder | $3,695 | $18,091-79.6% | $14,675-74.8% | $11,427-67.7% |