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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 | $175,902 | $138,078+27.4% | $125,363+40.3% | $134,509+30.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -26.36% | 750.49%-776.8pp | 572.15%-598.5pp | 418.13%-444.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,763 | $7,800-0.5% | $7,447+4.2% | $6,400+21.3% |
| Admin fee / account holder | $15,932 | $11,566+37.8% | $10,005+59.2% | $11,427+39.4% |