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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 | $57,493 | $127,386-54.9% | $115,037-50.0% | $125,388-54.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.30% | 31.28%-36.6pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $735 | $5,166-85.8% | $4,608-84.0% | $4,866-84.9% |
| Participant deferral / active EE | $7,464 | $6,423+16.2% | $6,026+23.9% | $5,352+39.5% |
| Admin fee / account holder | $2,067 | $9,516-78.3% | $8,175-74.7% | $9,541-78.3% |