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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 | $66,926 | $138,102-51.5% | $125,381-46.6% | $134,532-50.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.36% | 750.73%-775.1pp | 572.31%-596.7pp | 418.27%-442.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $21,000 | $7,801+169.2% | $7,448+182.0% | $6,401+228.1% |
| Admin fee / account holder | $597 | $11,568-94.8% | $10,007-94.0% | $11,429-94.8% |