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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 | $40,278 | $138,075-70.8% | $123,552-67.4% | $135,379-70.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.41% | 153.70%-163.1pp | 119.20%-128.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $258 | $5,152-95.0% | $4,628-94.4% | $4,779-94.6% |
| Participant deferral / active EE | $3,076 | $6,800-54.8% | $6,426-52.1% | $5,609-45.2% |
| Admin fee / account holder | $804 | $10,917-92.6% | $9,285-91.3% | $10,828-92.6% |