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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 | $39,140 | $115,814-66.2% | $101,275-61.4% | $158,982-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.32% | 56.16%-56.5pp | 46.48%-46.8pp | 302.99%-303.3pp |
| Employer contribution / active EE | $250 | $4,176-94.0% | $3,660-93.2% | $4,763-94.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,209 | $7,249-41.9% | $5,948-29.2% | $11,252-62.6% |