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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 | $35,831 | $138,075-74.0% | $123,552-71.0% | $135,379-73.5% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -14.15% | 153.70%-167.8pp | 119.20%-133.4pp | 519.79%-533.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,435 | $6,800-34.8% | $6,426-31.0% | $5,609-20.9% |
| Admin fee / account holder | $329 | $10,917-97.0% | $9,285-96.5% | $10,828-97.0% |