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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 | $132,286 | $138,102-4.2% | $125,381+5.5% | $134,532-1.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.83% | 750.73%-775.6pp | 572.31%-597.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $870 | $5,245-83.4% | $4,815-81.9% | $4,741-81.6% |
| Participant deferral / active EE | $5,618 | $7,801-28.0% | $7,448-24.6% | $6,401-12.2% |
| Admin fee / account holder | $1,577 | $11,568-86.4% | $10,007-84.2% | $11,429-86.2% |