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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 | $36,125 | $190,862-81.1% | $159,991-77.4% | $134,509-73.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.37% | 552.59%-576.0pp | 408.82%-432.2pp | 418.13%-441.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,763 | $6,924-74.5% | $6,183-71.5% | $6,400-72.4% |
| Admin fee / account holder | $9,718 | $10,495-7.4% | $8,715+11.5% | $11,427-15.0% |