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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 | $32,756 | $180,459-81.8% | $154,108-78.7% | $135,380-75.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -9.35% | 888.21%-897.6pp | 735.21%-744.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $513 | $6,035-91.5% | $5,298-90.3% | $4,779-89.3% |
| Participant deferral / active EE | $2,801 | $5,806-51.8% | $5,081-44.9% | $5,609-50.1% |
| Admin fee / account holder | $470 | $16,145-97.1% | $13,411-96.5% | $10,828-95.7% |