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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 | $25,934 | $209,336-87.6% | $197,124-86.8% | $137,256-81.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -0.83% | 48.09%-48.9pp | 44.34%-45.2pp | 220.34%-221.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,309 | $9,614+173.6% | $9,135+188.0% | $6,407+310.6% |
| Admin fee / account holder | $3,729 | $17,308-78.5% | $16,298-77.1% | $12,270-69.6% |