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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 | $88,259 | $90,320-2.3% | $59,496+48.3% | $125,389-29.6% |
| Participation rate | 75.0% | 68.3%+6.7pp | 54.6%+20.4pp | 83.2%-8.2pp |
| Annual return | -7.26% | 369.13%-376.4pp | 182.05%-189.3pp | 282.24%-289.5pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,140 | $2,716+310.2% | $1,829+509.0% | $5,352+108.2% |
| Admin fee / account holder | $3,097 | $3,063+1.1% | $2,232+38.7% | $9,541-67.5% |