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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 | $74,934 | $138,114-45.7% | $125,391-40.2% | $134,545-44.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -28.07% | 750.88%-779.0pp | 572.41%-600.5pp | 418.37%-446.4pp |
| Employer contribution / active EE | $750 | $5,246-85.7% | $4,816-84.4% | $4,742-84.2% |
| Participant deferral / active EE | $8,003 | $7,801+2.6% | $7,448+7.4% | $6,401+25.0% |
| Admin fee / account holder | $9,310 | $11,570-19.5% | $10,009-7.0% | $11,431-18.5% |