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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 | $106,697 | $167,504-36.3% | $151,628-29.6% | $134,509-20.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.34% | 7.81%-35.2pp | 3.34%-30.7pp | 418.13%-445.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,365 | $8,985+82.1% | $8,363+95.7% | $6,400+155.7% |
| Admin fee / account holder | $22,699 | $13,779+64.7% | $11,613+95.5% | $11,427+98.6% |