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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 | $49,201 | $160,059-69.3% | $140,019-64.9% | $135,380-63.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.84% | 911.48%-923.3pp | 651.17%-663.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $614 | $6,420-90.4% | $5,605-89.1% | $4,779-87.2% |
| Participant deferral / active EE | $6,676 | $7,641-12.6% | $6,927-3.6% | $5,609+19.0% |
| Admin fee / account holder | $1,799 | $13,328-86.5% | $10,705-83.2% | $10,828-83.4% |