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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 | $89,996 | $135,645-33.7% | $110,243-18.4% | $135,380-33.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.35% | 513.24%-523.6pp | 314.76%-325.1pp | 519.81%-530.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,203 | $5,507+67.1% | $4,672+97.0% | $5,609+64.1% |
| Admin fee / account holder | $8,312 | $11,458-27.5% | $8,548-2.8% | $10,828-23.2% |