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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 | $24,349 | $167,522-85.5% | $151,639-83.9% | $134,532-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.82% | 7.81%-39.6pp | 3.34%-35.2pp | 418.27%-450.1pp |
| Employer contribution / active EE | $354 | $6,828-94.8% | $6,165-94.3% | $4,741-92.5% |
| Participant deferral / active EE | $12,750 | $8,986+41.9% | $8,363+52.4% | $6,401+99.2% |
| Admin fee / account holder | $1,624 | $13,780-88.2% | $11,613-86.0% | $11,429-85.8% |