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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 | $73,509 | $180,462-59.3% | $154,111-52.3% | $135,379-45.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.60% | 888.17%-905.8pp | 735.18%-752.8pp | 519.79%-537.4pp |
| Employer contribution / active EE | $833 | $6,036-86.2% | $5,298-84.3% | $4,779-82.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,436 | $16,145-84.9% | $13,411-81.8% | $10,828-77.5% |