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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 | $40,266 | $103,393-61.1% | $87,103-53.8% | $152,909-73.7% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | -32.03% | 28.10%-60.1pp | 28.19%-60.2pp | 345.46%-377.5pp |
| Employer contribution / active EE | $171 | $3,221-94.7% | $2,521-93.2% | $4,764-96.4% |
| Participant deferral / active EE | $2,189 | $4,778-54.2% | $4,049-45.9% | $5,851-62.6% |
| Admin fee / account holder | $931 | $12,195-92.4% | $7,491-87.6% | $11,601-92.0% |