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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 | $63,046 | $121,701-48.2% | $104,639-39.7% | $158,982-60.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -2.90% | 465.72%-468.6pp | 340.67%-343.6pp | 302.99%-305.9pp |
| Employer contribution / active EE | $9 | $3,165-99.7% | $2,682-99.7% | $4,763-99.8% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,732 | $7,778-39.2% | $6,465-26.8% | $11,252-57.9% |