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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 | $37,774 | $82,288-54.1% | $68,794-45.1% | $134,509-71.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 69.0%+25.1pp | 81.2%+12.9pp |
| Annual return | -22.44% | -2.19%-20.3pp | -6.37%-16.1pp | 418.13%-440.6pp |
| Employer contribution / active EE | $379 | $3,301-88.5% | $2,656-85.7% | $4,741-92.0% |
| Participant deferral / active EE | $1,979 | $4,738-58.2% | $3,941-49.8% | $6,400-69.1% |
| Admin fee / account holder | $1,432 | $6,482-77.9% | $4,934-71.0% | $11,427-87.5% |