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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 | $50,359 | $142,392-64.6% | $119,622-57.9% | $134,532-62.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.60% | -12.46%-8.1pp | -14.98%-5.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,000 | $6,467+85.6% | $5,601+114.3% | $6,401+87.5% |
| Admin fee / account holder | $513 | $13,593-96.2% | $10,328-95.0% | $11,429-95.5% |