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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 | $150,773 | $190,862-21.0% | $159,991-5.8% | $134,509+12.1% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -20.76% | 552.59%-573.3pp | 408.82%-429.6pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,616 | $6,924+67.8% | $6,183+87.9% | $6,400+81.5% |
| Admin fee / account holder | $14,110 | $10,495+34.5% | $8,715+61.9% | $11,427+23.5% |