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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 | $88,417 | $138,075-36.0% | $123,552-28.4% | $135,379-34.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -11.04% | 153.70%-164.7pp | 119.20%-130.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,958 | $6,800+90.6% | $6,426+101.7% | $5,609+131.0% |
| Admin fee / account holder | $2,749 | $10,917-74.8% | $9,285-70.4% | $10,828-74.6% |