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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 | $58,724 | $138,102-57.5% | $125,381-53.2% | $134,532-56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.49% | 750.73%-776.2pp | 572.31%-597.8pp | 418.27%-443.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,719 | $7,801-26.7% | $7,448-23.2% | $6,401-10.7% |
| Admin fee / account holder | $1,237 | $11,568-89.3% | $10,007-87.6% | $11,429-89.2% |