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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 | $103,975 | $107,941-3.7% | $91,994+13.0% | $152,897-32.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | -3.05% | 89.28%-92.3pp | 69.04%-72.1pp | 345.43%-348.5pp |
| Employer contribution / active EE | $250 | $4,212-94.1% | $3,453-92.8% | $4,764-94.8% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,865 | $10,521+12.8% | $7,744+53.2% | $11,599+2.3% |