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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 | $25,798 | $165,584-84.4% | $142,942-82.0% | $137,256-81.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | -6.17% | 164.22%-170.4pp | 113.70%-119.9pp | 220.34%-226.5pp |
| Employer contribution / active EE | $258 | $4,725-94.5% | $4,139-93.8% | $4,156-93.8% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $55,415 | $16,167+242.8% | $12,475+344.2% | $12,270+351.6% |