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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 | $31,121 | $183,516-83.0% | $155,534-80.0% | $145,884-78.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | -44.08% | 61.43%-105.5pp | 64.92%-109.0pp | 551.85%-595.9pp |
| Employer contribution / active EE | $287 | $5,315-94.6% | $4,675-93.9% | $4,662-93.8% |
| Participant deferral / active EE | $12,801 | $6,467+98.0% | $5,630+127.4% | $6,690+91.4% |
| Admin fee / account holder | $6,189 | $19,293-67.9% | $15,900-61.1% | $13,392-53.8% |