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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 | $31,756 | $138,114-77.0% | $125,391-74.7% | $134,545-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.32% | 750.88%-775.2pp | 572.41%-596.7pp | 418.37%-442.7pp |
| Employer contribution / active EE | $390 | $5,246-92.6% | $4,816-91.9% | $4,742-91.8% |
| Participant deferral / active EE | $4,769 | $7,801-38.9% | $7,448-36.0% | $6,401-25.5% |
| Admin fee / account holder | $4,907 | $11,570-57.6% | $10,009-51.0% | $11,431-57.1% |