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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 | $28,195 | $138,102-79.6% | $125,381-77.5% | $134,532-79.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.27% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.5pp |
| Employer contribution / active EE | $535 | $5,245-89.8% | $4,815-88.9% | $4,741-88.7% |
| Participant deferral / active EE | $9,795 | $7,801+25.6% | $7,448+31.5% | $6,401+53.0% |
| Admin fee / account holder | $478 | $11,568-95.9% | $10,007-95.2% | $11,429-95.8% |