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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 | $25,523 | $183,539-86.1% | $155,556-83.6% | $145,897-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -7.66% | 61.31%-69.0pp | 64.84%-72.5pp | 552.29%-559.9pp |
| Employer contribution / active EE | $478 | $5,315-91.0% | $4,675-89.8% | $4,663-89.8% |
| Participant deferral / active EE | $5,457 | $6,467-15.6% | $5,631-3.1% | $6,689-18.4% |
| Admin fee / account holder | $4,140 | $19,275-78.5% | $15,885-73.9% | $13,390-69.1% |