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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 | $72,210 | $138,068-47.7% | $125,358-42.4% | $134,493-46.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -24.12% | 750.30%-774.4pp | 572.03%-596.2pp | 418.01%-442.1pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $15,745 | $7,799+101.9% | $7,447+111.4% | $6,400+146.0% |
| Admin fee / account holder | $1,851 | $11,568-84.0% | $10,007-81.5% | $11,425-83.8% |