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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 | $30,203 | $138,078-78.1% | $125,363-75.9% | $134,509-77.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.39% | 750.49%-772.9pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,877 | $7,800-11.8% | $7,447-7.7% | $6,400+7.4% |
| Admin fee / account holder | $1,439 | $11,566-87.6% | $10,005-85.6% | $11,427-87.4% |