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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 | $31,799 | $168,636-81.1% | $147,618-78.5% | $125,388-74.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.28% | 77.65%-82.9pp | 61.98%-67.3pp | 282.24%-287.5pp |
| Employer contribution / active EE | $500 | $6,252-92.0% | $5,565-91.0% | $4,866-89.7% |
| Participant deferral / active EE | $2,000 | $5,507-63.7% | $4,895-59.1% | $5,352-62.6% |
| Admin fee / account holder | $3,023 | $13,580-77.7% | $11,612-74.0% | $9,541-68.3% |