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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 | $28,940 | $165,399-82.5% | $149,745-80.7% | $158,982-81.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -10.57% | 348.34%-358.9pp | 276.72%-287.3pp | 302.99%-313.6pp |
| Employer contribution / active EE | $72 | $5,105-98.6% | $4,646-98.5% | $4,763-98.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $322 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |