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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 | $156,398-77.8% | $147,318-76.4% | $138,895-75.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -5.86% | 78.75%-84.6pp | 70.43%-76.3pp | 145.39%-151.3pp |
| Employer contribution / active EE | $512 | $4,853-89.5% | $4,593-88.9% | $4,194-87.8% |
| Participant deferral / active EE | $4,619 | $8,237-43.9% | $7,906-41.6% | $6,396-27.8% |
| Admin fee / account holder | $6,433 | $14,976-57.0% | $13,708-53.1% | $12,562-48.8% |