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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 | $84,837 | $138,076-38.6% | $123,553-31.3% | $135,380-37.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -11.20% | 153.70%-164.9pp | 119.21%-130.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,382 | $6,800-50.3% | $6,426-47.4% | $5,609-39.7% |
| Admin fee / account holder | $552 | $10,917-94.9% | $9,284-94.1% | $10,828-94.9% |