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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 | $17,590 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -15.40% | 74.59%-90.0pp | 66.58%-82.0pp | 220.34%-235.7pp |
| Employer contribution / active EE | $274 | $4,804-94.3% | $4,554-94.0% | $4,156-93.4% |
| Participant deferral / active EE | $2,447 | $8,216-70.2% | $7,897-69.0% | $6,407-61.8% |
| Admin fee / account holder | $5,651 | $14,344-60.6% | $13,129-57.0% | $12,270-53.9% |