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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 | $68,201 | $202,342-66.3% | $172,752-60.5% | $152,897-55.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -0.29% | 1029.83%-1030.1pp | 802.97%-803.3pp | 345.43%-345.7pp |
| Employer contribution / active EE | $582 | $5,858-90.1% | $5,144-88.7% | $4,764-87.8% |
| Participant deferral / active EE | $2,150 | $5,948-63.9% | $5,198-58.6% | $5,851-63.3% |
| Admin fee / account holder | $5,962 | $17,111-65.2% | $13,955-57.3% | $11,599-48.6% |