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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 | $73,012 | $190,879-61.7% | $160,009-54.4% | $134,532-45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.37% | 552.63%-575.0pp | 408.85%-431.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,501 | $6,924-78.3% | $6,183-75.7% | $6,401-76.6% |
| Admin fee / account holder | $949 | $10,495-91.0% | $8,715-89.1% | $11,429-91.7% |