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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 | $25,522 | $138,075-81.5% | $123,552-79.3% | $135,379-81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.55% | 153.70%-165.2pp | 119.20%-130.8pp | 519.79%-531.3pp |
| Employer contribution / active EE | $688 | $5,152-86.7% | $4,628-85.1% | $4,779-85.6% |
| Participant deferral / active EE | $6,792 | $6,800-0.1% | $6,426+5.7% | $5,609+21.1% |
| Admin fee / account holder | $396 | $10,917-96.4% | $9,285-95.7% | $10,828-96.3% |