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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 | $36,899 | $138,114-73.3% | $125,391-70.6% | $134,545-72.6% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -20.98% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $874 | $5,246-83.3% | $4,816-81.9% | $4,742-81.6% |
| Participant deferral / active EE | $5,594 | $7,801-28.3% | $7,448-24.9% | $6,401-12.6% |
| Admin fee / account holder | $508 | $11,570-95.6% | $10,009-94.9% | $11,431-95.6% |