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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 | $26,630 | $167,504-84.1% | $151,628-82.4% | $134,509-80.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -24.85% | 7.81%-32.7pp | 3.34%-28.2pp | 418.13%-443.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,875 | $8,985+76.7% | $8,363+89.8% | $6,400+148.0% |
| Admin fee / account holder | $377 | $13,779-97.3% | $11,613-96.8% | $11,427-96.7% |