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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 | $80,347 | $97,729-17.8% | $83,830-4.2% | $135,379-40.7% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -12.33% | 1287.52%-1299.8pp | 850.97%-863.3pp | 519.79%-532.1pp |
| Employer contribution / active EE | $448 | $4,222-89.4% | $3,631-87.7% | $4,779-90.6% |
| Participant deferral / active EE | $2,089 | $4,683-55.4% | $4,082-48.8% | $5,609-62.8% |
| Admin fee / account holder | $7,418 | $6,674+11.1% | $5,479+35.4% | $10,828-31.5% |