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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 | $124,464 | $209,425-40.6% | $178,499-30.3% | $158,966-21.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | -0.99% | 188.80%-189.8pp | 151.10%-152.1pp | 302.95%-303.9pp |
| Employer contribution / active EE | $1,032 | $5,707-81.9% | $5,011-79.4% | $4,762-78.3% |
| Participant deferral / active EE | $2,774 | $5,955-53.4% | $5,202-46.7% | $5,983-53.6% |
| Admin fee / account holder | $1,269 | $17,078-92.6% | $13,986-90.9% | $11,250-88.7% |