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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 | $61,337 | $135,645-54.8% | $110,243-44.4% | $135,380-54.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.48% | 513.24%-526.7pp | 314.76%-328.2pp | 519.81%-533.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,800 | $5,507+186.9% | $4,672+238.2% | $5,609+181.7% |
| Admin fee / account holder | $500 | $11,458-95.6% | $8,548-94.1% | $10,828-95.4% |