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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 | $12,491 | $92,743-86.5% | $82,744-84.9% | $134,532-90.7% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -21.19% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $289 | $3,273-91.2% | $3,008-90.4% | $4,741-93.9% |
| Participant deferral / active EE | $1,277 | $4,802-73.4% | $4,395-70.9% | $6,401-80.0% |
| Admin fee / account holder | $1,146 | $5,977-80.8% | $5,325-78.5% | $11,429-90.0% |