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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 | $108,405 | $160,059-32.3% | $140,019-22.6% | $135,379-19.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -9.27% | 911.44%-920.7pp | 651.15%-660.4pp | 519.79%-529.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,902 | $7,641-9.7% | $6,927-0.3% | $5,609+23.1% |
| Admin fee / account holder | $4,127 | $13,328-69.0% | $10,705-61.5% | $10,828-61.9% |