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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 | $46,639 | $129,737-64.1% | $119,126-60.8% | $154,746-69.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -4.50% | 379.08%-383.6pp | 282.11%-286.6pp | 172.34%-176.8pp |
| Employer contribution / active EE | $267 | $4,375-93.9% | $4,034-93.4% | $4,379-93.9% |
| Participant deferral / active EE | $6,816 | $5,842+16.7% | $5,318+28.2% | $6,730+1.3% |
| Admin fee / account holder | $565 | $11,961-95.3% | $10,693-94.7% | $14,365-96.1% |