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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 | $175,944 | $142,361+23.6% | $119,608+47.1% | $134,509+30.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.94% | -12.46%-13.5pp | -14.98%-11.0pp | 418.13%-444.1pp |
| Employer contribution / active EE | $554 | $5,224-89.4% | $4,232-86.9% | $4,741-88.3% |
| Participant deferral / active EE | $4,200 | $6,468-35.1% | $5,601-25.0% | $6,400-34.4% |
| Admin fee / account holder | $516 | $13,588-96.2% | $10,326-95.0% | $11,427-95.5% |