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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 | $84,825 | $167,352-49.3% | $143,788-41.0% | $134,509-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.05% | 0.47%-26.5pp | -0.03%-26.0pp | 418.13%-444.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,621 | $6,447-28.3% | $5,638-18.0% | $6,400-27.8% |
| Admin fee / account holder | $51,978 | $18,091+187.3% | $14,675+254.2% | $11,427+354.9% |