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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 | $44,173 | $138,078-68.0% | $125,363-64.8% | $134,509-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.29% | 750.49%-771.8pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $965 | $5,245-81.6% | $4,815-80.0% | $4,741-79.7% |
| Participant deferral / active EE | $6,716 | $7,800-13.9% | $7,447-9.8% | $6,400+4.9% |
| Admin fee / account holder | $2,566 | $11,566-77.8% | $10,005-74.4% | $11,427-77.5% |