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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 | $88,748 | $190,879-53.5% | $160,009-44.5% | $134,532-34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.81% | 552.63%-574.4pp | 408.85%-430.7pp | 418.27%-440.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,225 | $6,924+105.4% | $6,183+130.1% | $6,401+122.2% |
| Admin fee / account holder | $12,030 | $10,495+14.6% | $8,715+38.0% | $11,429+5.3% |