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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 | $19,536 | $160,040-87.8% | $147,096-86.7% | $145,877-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.99% | 98.49%-104.5pp | 419.75%-425.7pp | 551.28%-557.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,923 | $8,429+65.2% | $8,071+72.5% | $6,691+108.1% |
| Admin fee / account holder | $4,462 | $15,050-70.4% | $13,005-65.7% | $13,402-66.7% |