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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 | $25,934 | $212,386-87.8% | $199,883-87.0% | $138,895-81.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | -0.83% | 47.75%-48.6pp | 43.81%-44.6pp | 145.39%-146.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26,309 | $9,617+173.6% | $9,138+187.9% | $6,396+311.3% |
| Admin fee / account holder | $3,729 | $18,233-79.5% | $17,268-78.4% | $12,562-70.3% |