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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 | $29,704 | $138,075-78.5% | $123,552-76.0% | $135,379-78.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -16.33% | 153.70%-170.0pp | 119.20%-135.5pp | 519.79%-536.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,672 | $6,800+12.8% | $6,426+19.4% | $5,609+36.8% |
| Admin fee / account holder | $3,015 | $10,917-72.4% | $9,285-67.5% | $10,828-72.2% |