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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 | $101,231 | $138,072-26.7% | $123,549-18.1% | $135,382-25.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.52% | 153.69%-165.2pp | 119.20%-130.7pp | 519.77%-531.3pp |
| Employer contribution / active EE | $832 | $5,152-83.8% | $4,628-82.0% | $4,779-82.6% |
| Participant deferral / active EE | $3,671 | $6,799-46.0% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $1,601 | $10,917-85.3% | $9,284-82.8% | $10,829-85.2% |