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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 | $43,808 | $167,353-73.8% | $143,797-69.5% | $134,545-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.09% | 0.48%-27.6pp | -0.04%-27.0pp | 418.37%-445.5pp |
| Employer contribution / active EE | $1,027 | $5,620-81.7% | $4,952-79.3% | $4,742-78.3% |
| Participant deferral / active EE | $9,422 | $6,447+46.1% | $5,638+67.1% | $6,401+47.2% |
| Admin fee / account holder | $646 | $18,096-96.4% | $14,679-95.6% | $11,431-94.4% |