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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 | $28,943 | $160,040-81.9% | $147,096-80.3% | $145,877-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.67% | 98.49%-100.2pp | 419.75%-421.4pp | 551.28%-552.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,214 | $8,429+187.3% | $8,071+200.0% | $6,691+261.9% |
| Admin fee / account holder | $13,941 | $15,050-7.4% | $13,005+7.2% | $13,402+4.0% |