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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 | $60,424 | $138,075-56.2% | $123,552-51.1% | $135,379-55.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.11% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $353 | $5,152-93.1% | $4,628-92.4% | $4,779-92.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $825 | $10,917-92.4% | $9,285-91.1% | $10,828-92.4% |