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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 | $43,920 | $147,167-70.2% | $111,392-60.6% | $135,379-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -11.77% | -4.44%-7.3pp | -2.06%-9.7pp | 519.79%-531.6pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,990 | $6,565+67.4% | $5,567+97.4% | $5,609+95.9% |
| Admin fee / account holder | $627 | $20,270-96.9% | $12,266-94.9% | $10,828-94.2% |