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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 | $38,989 | $180,462-78.4% | $154,111-74.7% | $135,379-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.32% | 888.17%-906.5pp | 735.18%-753.5pp | 519.79%-538.1pp |
| Employer contribution / active EE | $1,005 | $6,036-83.3% | $5,298-81.0% | $4,779-79.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,674 | $16,145-2.9% | $13,411+16.9% | $10,828+44.8% |