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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 | $25,021 | $138,076-81.9% | $123,553-79.7% | $135,380-81.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -9.26% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $539 | $5,152-89.5% | $4,628-88.4% | $4,779-88.7% |
| Participant deferral / active EE | $3,670 | $6,800-46.0% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $435 | $10,917-96.0% | $9,284-95.3% | $10,828-96.0% |