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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 | $76,280 | $133,981-43.1% | $112,249-32.0% | $134,532-43.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.49% | 47.16%-69.7pp | 27.48%-50.0pp | 418.27%-440.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,500 | $5,292+287.4% | $4,729+333.5% | $6,401+220.3% |
| Admin fee / account holder | $892 | $7,492-88.1% | $6,412-86.1% | $11,429-92.2% |