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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 | $79,035 | $138,078-42.8% | $125,363-37.0% | $134,509-41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.74% | 750.49%-772.2pp | 572.15%-593.9pp | 418.13%-439.9pp |
| Employer contribution / active EE | $941 | $5,245-82.1% | $4,815-80.5% | $4,741-80.2% |
| Participant deferral / active EE | $7,476 | $7,800-4.2% | $7,447+0.4% | $6,400+16.8% |
| Admin fee / account holder | $15,286 | $11,566+32.2% | $10,005+52.8% | $11,427+33.8% |