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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 | $42,813 | $198,457-78.4% | $170,435-74.9% | $147,586-71.0% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | -12.14% | 257.30%-269.4pp | 205.94%-218.1pp | 578.59%-590.7pp |
| Employer contribution / active EE | $1,253 | $6,183-79.7% | $5,432-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $5,010 | $5,629-11.0% | $4,939+1.4% | $5,439-7.9% |
| Admin fee / account holder | $8,151 | $16,852-51.6% | $13,881-41.3% | $10,886-25.1% |