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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 | $81,550 | $160,055-49.0% | $140,016-41.8% | $135,377-39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.43% | 911.41%-921.8pp | 651.14%-661.6pp | 519.75%-530.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,628 | $7,641+104.5% | $6,927+125.6% | $5,609+178.6% |
| Admin fee / account holder | $3,300 | $13,328-75.2% | $10,705-69.2% | $10,828-69.5% |