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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 | $169,249 | $202,342-16.4% | $172,753-2.0% | $152,909+10.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.49% | 1029.88%-1031.4pp | 803.00%-804.5pp | 345.46%-347.0pp |
| Employer contribution / active EE | $796 | $5,857-86.4% | $5,144-84.5% | $4,764-83.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,282 | $17,112-75.0% | $13,956-69.3% | $11,601-63.1% |