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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 | $141,584 | $138,114+2.5% | $125,391+12.9% | $134,545+5.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.36% | 750.88%-773.2pp | 572.41%-594.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,723 | $7,801-65.1% | $7,448-63.4% | $6,401-57.5% |
| Admin fee / account holder | $9,081 | $11,570-21.5% | $10,009-9.3% | $11,431-20.6% |