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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 | $63,861 | $175,259-63.6% | $149,723-57.3% | $139,487-54.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | -2.07% | 166.82%-168.9pp | 134.50%-136.6pp | 373.84%-375.9pp |
| Employer contribution / active EE | $636 | $5,478-88.4% | $4,821-86.8% | $4,755-86.6% |
| Participant deferral / active EE | $7,682 | $6,522+17.8% | $5,682+35.2% | $6,713+14.4% |
| Admin fee / account holder | $774 | $16,158-95.2% | $13,215-94.1% | $11,407-93.2% |