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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 | $55,257 | $174,379-68.3% | $152,093-63.7% | $138,895-60.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -0.35% | 74.86%-75.2pp | 66.36%-66.7pp | 145.39%-145.7pp |
| Employer contribution / active EE | $200 | $4,652-95.7% | $4,175-95.2% | $4,194-95.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,273 | $16,880-9.5% | $14,497+5.4% | $12,562+21.6% |