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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 | $33,034 | $105,867-68.8% | $90,760-63.6% | $134,532-75.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -26.54% | -10.99%-15.5pp | -12.16%-14.4pp | 418.27%-444.8pp |
| Employer contribution / active EE | $630 | $3,464-81.8% | $2,922-78.4% | $4,741-86.7% |
| Participant deferral / active EE | $6,660 | $5,217+27.7% | $4,565+45.9% | $6,401+4.0% |
| Admin fee / account holder | $402 | $13,936-97.1% | $8,444-95.2% | $11,429-96.5% |