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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 | $105,085 | $127,096-17.3% | $105,736-0.6% | $135,380-22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.99% | 4.49%-13.5pp | 6.27%-15.3pp | 519.81%-528.8pp |
| Employer contribution / active EE | $720 | $4,107-82.5% | $3,268-78.0% | $4,779-84.9% |
| Participant deferral / active EE | $15,903 | $5,064+214.0% | $4,080+289.8% | $5,609+183.5% |
| Admin fee / account holder | $118,885 | $9,087+1208.3% | $6,913+1619.8% | $10,828+997.9% |