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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 | $55,725 | $100,811-44.7% | $86,698-35.7% | $134,545-58.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.98% | 29.11%-51.1pp | 35.96%-57.9pp | 418.37%-440.4pp |
| Employer contribution / active EE | $718 | $3,490-79.4% | $2,837-74.7% | $4,742-84.9% |
| Participant deferral / active EE | $5,321 | $5,339-0.3% | $4,656+14.3% | $6,401-16.9% |
| Admin fee / account holder | $764 | $10,926-93.0% | $7,492-89.8% | $11,431-93.3% |