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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 | $190,916-81.1% | $160,037-77.4% | $134,545-73.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.37% | 552.79%-576.2pp | 408.95%-432.3pp | 418.37%-441.7pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,763 | $6,925-74.5% | $6,184-71.5% | $6,401-72.5% |
| Admin fee / account holder | $9,718 | $10,497-7.4% | $8,716+11.5% | $11,431-15.0% |