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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 | $119,822 | $138,102-13.2% | $125,381-4.4% | $134,532-10.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -35.63% | 750.73%-786.4pp | 572.31%-607.9pp | 418.27%-453.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,472 | $7,801+59.9% | $7,448+67.5% | $6,401+94.9% |
| Admin fee / account holder | $7,438 | $11,568-35.7% | $10,007-25.7% | $11,429-34.9% |