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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 | $20,460 | $167,362-87.8% | $143,799-85.8% | $134,532-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.20% | 0.47%-23.7pp | -0.04%-23.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $993 | $5,620-82.3% | $4,952-79.9% | $4,741-79.1% |
| Participant deferral / active EE | $11,667 | $6,447+81.0% | $5,638+106.9% | $6,401+82.3% |
| Admin fee / account holder | $810 | $18,094-95.5% | $14,677-94.5% | $11,429-92.9% |