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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 | $24,123 | $167,533-85.6% | $151,645-84.1% | $134,545-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.68% | 7.81%-33.5pp | 3.34%-29.0pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,356 | $6,828-80.1% | $6,165-78.0% | $4,742-71.4% |
| Participant deferral / active EE | $5,157 | $8,985-42.6% | $8,363-38.3% | $6,401-19.4% |
| Admin fee / account holder | $5,163 | $13,781-62.5% | $11,614-55.5% | $11,431-54.8% |