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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 | $30,217 | $180,459-83.3% | $154,108-80.4% | $135,380-77.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -12.10% | 888.21%-900.3pp | 735.21%-747.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $816 | $6,035-86.5% | $5,298-84.6% | $4,779-82.9% |
| Participant deferral / active EE | $7,157 | $5,806+23.3% | $5,081+40.9% | $5,609+27.6% |
| Admin fee / account holder | $620 | $16,145-96.2% | $13,411-95.4% | $10,828-94.3% |