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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 | $30,389 | $138,078-78.0% | $125,363-75.8% | $134,509-77.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.52% | 750.49%-784.0pp | 572.15%-605.7pp | 418.13%-451.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $33,609 | $7,800+330.9% | $7,447+351.3% | $6,400+425.1% |
| Admin fee / account holder | $1,695 | $11,566-85.3% | $10,005-83.1% | $11,427-85.2% |