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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 | $181,062-69.5% | $158,223-65.1% | $155,188-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | -0.35% | 57.39%-57.7pp | 52.09%-52.4pp | 148.84%-149.2pp |
| Employer contribution / active EE | $200 | $4,565-95.6% | $4,109-95.1% | $4,248-95.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,273 | $18,825-18.9% | $16,047-4.8% | $14,480+5.5% |