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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 | $34,782 | $162,136-78.5% | $152,301-77.2% | $154,746-77.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -5.86% | 91.02%-96.9pp | 80.50%-86.4pp | 172.34%-178.2pp |
| Employer contribution / active EE | $512 | $4,890-89.5% | $4,624-88.9% | $4,379-88.3% |
| Participant deferral / active EE | $4,619 | $8,341-44.6% | $8,004-42.3% | $6,730-31.4% |
| Admin fee / account holder | $6,433 | $15,759-59.2% | $14,398-55.3% | $14,365-55.2% |