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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 | $75,634 | $138,114-45.2% | $125,391-39.7% | $134,545-43.8% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -22.81% | 750.88%-773.7pp | 572.41%-595.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $505 | $5,246-90.4% | $4,816-89.5% | $4,742-89.3% |
| Participant deferral / active EE | $4,360 | $7,801-44.1% | $7,448-41.5% | $6,401-31.9% |
| Admin fee / account holder | $658 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |