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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 | $31,759 | $133,981-76.3% | $112,249-71.7% | $134,532-76.4% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -25.30% | 47.16%-72.5pp | 27.48%-52.8pp | 418.27%-443.6pp |
| Employer contribution / active EE | $6 | $4,040-99.8% | $3,636-99.8% | $4,741-99.9% |
| Participant deferral / active EE | $4,382 | $5,292-17.2% | $4,729-7.3% | $6,401-31.5% |
| Admin fee / account holder | $666 | $7,492-91.1% | $6,412-89.6% | $11,429-94.2% |