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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 | $99,414 | $138,078-28.0% | $125,363-20.7% | $134,509-26.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -22.15% | 750.49%-772.6pp | 572.15%-594.3pp | 418.13%-440.3pp |
| Employer contribution / active EE | $599 | $5,245-88.6% | $4,815-87.6% | $4,741-87.4% |
| Participant deferral / active EE | $4,810 | $7,800-38.3% | $7,447-35.4% | $6,400-24.9% |
| Admin fee / account holder | $4,239 | $11,566-63.4% | $10,005-57.6% | $11,427-62.9% |