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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 | $54,753 | $209,425-73.9% | $178,499-69.3% | $158,966-65.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.90% | 188.80%-190.7pp | 151.10%-153.0pp | 302.95%-304.9pp |
| Employer contribution / active EE | $112 | $5,707-98.0% | $5,011-97.8% | $4,762-97.7% |
| Participant deferral / active EE | $2,374 | $5,955-60.1% | $5,202-54.4% | $5,983-60.3% |
| Admin fee / account holder | $6,649 | $17,078-61.1% | $13,986-52.5% | $11,250-40.9% |