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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 | $73,637 | $138,114-46.7% | $125,391-41.3% | $134,545-45.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.71% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $946 | $5,246-82.0% | $4,816-80.3% | $4,742-80.0% |
| Participant deferral / active EE | $6,310 | $7,801-19.1% | $7,448-15.3% | $6,401-1.4% |
| Admin fee / account holder | $509 | $11,570-95.6% | $10,009-94.9% | $11,431-95.6% |