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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 | $40,867 | $209,425-80.5% | $178,499-77.1% | $158,966-74.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.01% | 188.80%-189.8pp | 151.10%-152.1pp | 302.95%-304.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,923 | $5,955+33.0% | $5,202+52.3% | $5,983+32.4% |
| Admin fee / account holder | $435 | $17,078-97.5% | $13,986-96.9% | $11,250-96.1% |