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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 | $79,456 | $138,076-42.5% | $123,553-35.7% | $135,380-41.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.92% | 153.70%-166.6pp | 119.21%-132.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,203 | $6,800-52.9% | $6,426-50.2% | $5,609-42.9% |
| Admin fee / account holder | $575 | $10,917-94.7% | $9,284-93.8% | $10,828-94.7% |