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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 | $44,359 | $135,645-67.3% | $110,243-59.8% | $135,379-67.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.33% | 513.24%-522.6pp | 314.76%-324.1pp | 519.79%-529.1pp |
| Employer contribution / active EE | $797 | $4,907-83.8% | $3,827-79.2% | $4,779-83.3% |
| Participant deferral / active EE | $2,391 | $5,507-56.6% | $4,672-48.8% | $5,609-57.4% |
| Admin fee / account holder | $5,047 | $11,458-56.0% | $8,548-41.0% | $10,828-53.4% |