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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 | $17,035 | $138,114-87.7% | $125,391-86.4% | $134,545-87.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -27.12% | 750.88%-778.0pp | 572.41%-599.5pp | 418.37%-445.5pp |
| Employer contribution / active EE | $741 | $5,246-85.9% | $4,816-84.6% | $4,742-84.4% |
| Participant deferral / active EE | $9,048 | $7,801+16.0% | $7,448+21.5% | $6,401+41.3% |
| Admin fee / account holder | $499 | $11,570-95.7% | $10,009-95.0% | $11,431-95.6% |