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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 | $61,309 | $72,404-15.3% | $110,243-44.4% | $64,173-4.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.72% | -6.29%-4.4pp | 314.76%-325.5pp | 7.63%-18.4pp |
| Employer contribution / active EE | $436 | $2,282-80.9% | $3,827-88.6% | $2,381-81.7% |
| Participant deferral / active EE | $2,701 | $3,469-22.1% | $4,672-42.2% | $3,470-22.1% |
| Admin fee / account holder | $495 | $5,664-91.3% | $8,548-94.2% | $4,887-89.9% |