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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 | $57,803 | $142,392-59.4% | $119,622-51.7% | $134,532-57.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.69% | -12.46%-14.2pp | -14.98%-11.7pp | 418.27%-445.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,543 | $6,467+93.9% | $5,601+124.0% | $6,401+96.0% |
| Admin fee / account holder | $4,876 | $13,593-64.1% | $10,328-52.8% | $11,429-57.3% |