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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 | $56,447 | $144,130-60.8% | $117,861-52.1% | $147,586-61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -7.56% | 531.20%-538.8pp | 335.11%-342.7pp | 578.59%-586.2pp |
| Employer contribution / active EE | $869 | $4,897-82.3% | $3,786-77.1% | $4,876-82.2% |
| Participant deferral / active EE | $11,966 | $5,316+125.1% | $4,482+167.0% | $5,439+120.0% |
| Admin fee / account holder | $391 | $10,887-96.4% | $8,021-95.1% | $10,886-96.4% |