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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 | $52,985 | $138,076-61.6% | $123,553-57.1% | $135,380-60.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.24% | 153.70%-168.9pp | 119.21%-134.4pp | 519.81%-535.0pp |
| Employer contribution / active EE | $200 | $5,152-96.1% | $4,628-95.7% | $4,779-95.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,810 | $10,917-65.1% | $9,284-59.0% | $10,828-64.8% |