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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 | $36,573 | $160,059-77.2% | $140,019-73.9% | $135,380-73.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.03% | 911.48%-921.5pp | 651.17%-661.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,301 | $6,420-79.7% | $5,605-76.8% | $4,779-72.8% |
| Participant deferral / active EE | $7,887 | $7,641+3.2% | $6,927+13.9% | $5,609+40.6% |
| Admin fee / account holder | $1,143 | $13,328-91.4% | $10,705-89.3% | $10,828-89.4% |