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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 | $19,694 | $142,409-86.2% | $119,634-83.5% | $134,545-85.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.70% | -12.46%-10.2pp | -14.98%-7.7pp | 418.37%-441.1pp |
| Employer contribution / active EE | $839 | $5,224-83.9% | $4,232-80.2% | $4,742-82.3% |
| Participant deferral / active EE | $6,750 | $6,468+4.4% | $5,601+20.5% | $6,401+5.4% |
| Admin fee / account holder | $346 | $13,594-97.5% | $10,329-96.6% | $11,431-97.0% |