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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 | $17,068 | $148,629-88.5% | $135,982-87.4% | $139,487-87.8% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | -6.78% | 79.33%-86.1pp | 68.32%-75.1pp | 373.84%-380.6pp |
| Employer contribution / active EE | $926 | $5,247-82.3% | $4,859-80.9% | $4,755-80.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $728 | $12,406-94.1% | $10,767-93.2% | $11,407-93.6% |