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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 | $28,176 | $138,102-79.6% | $125,381-77.5% | $134,532-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.03% | 750.73%-773.8pp | 572.31%-595.3pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,499 | $7,801+162.8% | $7,448+175.2% | $6,401+220.3% |
| Admin fee / account holder | $18,403 | $11,568+59.1% | $10,007+83.9% | $11,429+61.0% |