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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 | $61,276 | $160,059-61.7% | $140,019-56.2% | $135,380-54.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -25.11% | 911.48%-936.6pp | 651.17%-676.3pp | 519.81%-544.9pp |
| Employer contribution / active EE | $608 | $6,420-90.5% | $5,605-89.2% | $4,779-87.3% |
| Participant deferral / active EE | $9,000 | $7,641+17.8% | $6,927+29.9% | $5,609+60.5% |
| Admin fee / account holder | $5,894 | $13,328-55.8% | $10,705-44.9% | $10,828-45.6% |