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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 | $63,537 | $175,231-63.7% | $149,696-57.6% | $139,466-54.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -9.00% | 166.77%-175.8pp | 134.46%-143.5pp | 373.66%-382.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,805 | $6,521+50.4% | $5,682+72.6% | $6,712+46.1% |
| Admin fee / account holder | $1,148 | $16,155-92.9% | $13,212-91.3% | $11,409-89.9% |