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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 | $70,880 | $138,076-48.7% | $123,553-42.6% | $135,380-47.6% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -11.75% | 153.70%-165.5pp | 119.21%-131.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,641 | $6,800+71.2% | $6,426+81.2% | $5,609+107.5% |
| Admin fee / account holder | $1,734 | $10,917-84.1% | $9,284-81.3% | $10,828-84.0% |