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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 | $16,099 | $138,102-88.3% | $125,381-87.2% | $134,532-88.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -22.10% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,641 | $7,801+10.8% | $7,448+16.0% | $6,401+35.0% |
| Admin fee / account holder | $819 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |