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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 | $91,069 | $135,645-32.9% | $110,243-17.4% | $135,379-32.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -9.60% | 513.24%-522.8pp | 314.76%-324.4pp | 519.79%-529.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,158 | $5,507-6.3% | $4,672+10.4% | $5,609-8.0% |
| Admin fee / account holder | $10,699 | $11,458-6.6% | $8,548+25.2% | $10,828-1.2% |