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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 | $37,918 | $160,059-76.3% | $140,019-72.9% | $135,379-72.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.06% | 911.44%-926.5pp | 651.15%-666.2pp | 519.79%-534.9pp |
| Employer contribution / active EE | $699 | $6,420-89.1% | $5,605-87.5% | $4,779-85.4% |
| Participant deferral / active EE | $11,199 | $7,641+46.6% | $6,927+61.7% | $5,609+99.7% |
| Admin fee / account holder | $1,196 | $13,328-91.0% | $10,705-88.8% | $10,828-89.0% |