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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 | $86,888 | $190,862-54.5% | $159,991-45.7% | $134,509-35.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.03% | 552.59%-576.6pp | 408.82%-432.9pp | 418.13%-442.2pp |
| Employer contribution / active EE | $390 | $4,995-92.2% | $4,225-90.8% | $4,741-91.8% |
| Participant deferral / active EE | $4,056 | $6,924-41.4% | $6,183-34.4% | $6,400-36.6% |
| Admin fee / account holder | $1,343 | $10,495-87.2% | $8,715-84.6% | $11,427-88.2% |