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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 | $196,972-82.3% | $182,262-80.9% | $198,609-82.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -5.86% | 158.27%-164.1pp | 140.60%-146.5pp | 202.70%-208.6pp |
| Employer contribution / active EE | $512 | $5,364-90.5% | $5,046-89.9% | $5,055-89.9% |
| Participant deferral / active EE | $4,619 | $8,643-46.6% | $8,276-44.2% | $6,977-33.8% |
| Admin fee / account holder | $6,433 | $18,429-65.1% | $16,712-61.5% | $19,030-66.2% |