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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 | $41,075 | $111,814-63.3% | $103,378-60.3% | $145,978-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -19.51% | 24.80%-44.3pp | 24.91%-44.4pp | 550.52%-570.0pp |
| Employer contribution / active EE | $750 | $4,215-82.2% | $3,870-80.6% | $4,662-83.9% |
| Participant deferral / active EE | $6,250 | $5,618+11.3% | $5,058+23.6% | $6,690-6.6% |
| Admin fee / account holder | $12,212 | $9,764+25.1% | $8,401+45.4% | $13,400-8.9% |