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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 | $138,102+27.4% | $125,381+40.3% | $134,532+30.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -26.36% | 750.73%-777.1pp | 572.31%-598.7pp | 418.27%-444.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,763 | $7,801-0.5% | $7,448+4.2% | $6,401+21.3% |
| Admin fee / account holder | $15,932 | $11,568+37.7% | $10,007+59.2% | $11,429+39.4% |