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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 | $42,198 | $138,075-69.4% | $123,552-65.8% | $135,379-68.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.83% | 153.70%-171.5pp | 119.20%-137.0pp | 519.79%-537.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,974 | $6,800+17.3% | $6,426+24.1% | $5,609+42.2% |
| Admin fee / account holder | $5,438 | $10,917-50.2% | $9,285-41.4% | $10,828-49.8% |