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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 | $87,059 | $160,040-45.6% | $147,096-40.8% | $145,877-40.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.42% | 98.49%-94.1pp | 419.75%-415.3pp | 551.28%-546.9pp |
| Employer contribution / active EE | $585 | $5,289-88.9% | $4,936-88.1% | $4,663-87.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,670 | $15,050-49.0% | $13,005-41.0% | $13,402-42.8% |