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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 | $56,733 | $135,645-58.2% | $110,243-48.5% | $135,380-58.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.10% | 513.24%-524.3pp | 314.76%-325.9pp | 519.81%-530.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,640 | $5,507+2.4% | $4,672+20.7% | $5,609+0.5% |
| Admin fee / account holder | $870 | $11,458-92.4% | $8,548-89.8% | $10,828-92.0% |