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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 | $129,433 | $162,821-20.5% | $133,978-3.4% | $158,982-18.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.78% | 41.95%-43.7pp | 45.10%-46.9pp | 302.99%-304.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,815 | $5,910+15.3% | $5,047+35.0% | $5,983+13.9% |
| Admin fee / account holder | $2,506 | $11,742-78.7% | $8,930-71.9% | $11,252-77.7% |