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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 | $82,892 | $160,059-48.2% | $140,019-40.8% | $135,379-38.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -15.86% | 911.44%-927.3pp | 651.15%-667.0pp | 519.79%-535.6pp |
| Employer contribution / active EE | $1,294 | $6,420-79.8% | $5,605-76.9% | $4,779-72.9% |
| Participant deferral / active EE | $4,730 | $7,641-38.1% | $6,927-31.7% | $5,609-15.7% |
| Admin fee / account holder | $1,100 | $13,328-91.7% | $10,705-89.7% | $10,828-89.8% |