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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 | $27,347 | $127,386-78.5% | $115,037-76.2% | $125,388-78.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.90% | 31.28%-39.2pp | 26.14%-34.0pp | 282.24%-290.1pp |
| Employer contribution / active EE | $771 | $5,166-85.1% | $4,608-83.3% | $4,866-84.2% |
| Participant deferral / active EE | $5,633 | $6,423-12.3% | $6,026-6.5% | $5,352+5.2% |
| Admin fee / account holder | $1,043 | $9,516-89.0% | $8,175-87.2% | $9,541-89.1% |