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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 | $22,247 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -65.09% | 74.59%-139.7pp | 66.58%-131.7pp | 220.34%-285.4pp |
| Employer contribution / active EE | $389 | $4,804-91.9% | $4,554-91.5% | $4,156-90.6% |
| Participant deferral / active EE | $9,261 | $8,216+12.7% | $7,897+17.3% | $6,407+44.5% |
| Admin fee / account holder | $66,550 | $14,344+364.0% | $13,129+406.9% | $12,270+442.4% |