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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 | $212,836 | $160,059+33.0% | $140,019+52.0% | $135,382+57.2% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.5%-13.8pp | 82.6%-9.0pp |
| Annual return | -27.72% | 911.44%-939.2pp | 651.15%-678.9pp | 519.77%-547.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,301 | $7,641+21.7% | $6,927+34.3% | $5,609+65.8% |
| Admin fee / account holder | $1,203 | $13,328-91.0% | $10,705-88.8% | $10,829-88.9% |