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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 | $23,663 | $190,879-87.6% | $160,009-85.2% | $134,532-82.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.96% | 552.63%-579.6pp | 408.85%-435.8pp | 418.27%-445.2pp |
| Employer contribution / active EE | $531 | $4,995-89.4% | $4,225-87.4% | $4,741-88.8% |
| Participant deferral / active EE | $2,936 | $6,924-57.6% | $6,183-52.5% | $6,401-54.1% |
| Admin fee / account holder | $1,020 | $10,495-90.3% | $8,715-88.3% | $11,429-91.1% |