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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 | $34,137 | $135,956-74.9% | $123,894-72.4% | $273,972-87.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -23.38% | 56.63%-80.0pp | 47.52%-70.9pp | 41.46%-64.8pp |
| Employer contribution / active EE | $827 | $5,170-84.0% | $4,617-82.1% | $4,869-83.0% |
| Participant deferral / active EE | $16,088 | $6,343+153.7% | $5,984+168.8% | $5,287+204.3% |
| Admin fee / account holder | $4,651 | $9,817-52.6% | $8,357-44.3% | $10,133-54.1% |