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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 | $109,940 | $138,072-20.4% | $123,549-11.0% | $135,382-18.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.04% | 153.69%-166.7pp | 119.20%-132.2pp | 519.77%-532.8pp |
| Employer contribution / active EE | $501 | $5,152-90.3% | $4,628-89.2% | $4,779-89.5% |
| Participant deferral / active EE | $5,376 | $6,799-20.9% | $6,426-16.3% | $5,609-4.2% |
| Admin fee / account holder | $515 | $10,917-95.3% | $9,284-94.5% | $10,829-95.2% |