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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 | $84,285 | $197,819-57.4% | $155,789-45.9% | $125,388-32.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -20.00% | 86.73%-106.7pp | 71.54%-91.5pp | 282.24%-302.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,424 | $5,631-21.4% | $4,798-7.8% | $5,352-17.3% |
| Admin fee / account holder | $2,330 | $9,544-75.6% | $7,477-68.8% | $9,541-75.6% |