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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 | $70,755 | $138,075-48.8% | $123,552-42.7% | $135,379-47.7% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -12.88% | 153.70%-166.6pp | 119.20%-132.1pp | 519.79%-532.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,688 | $6,800+57.2% | $6,426+66.3% | $5,609+90.6% |
| Admin fee / account holder | $12,712 | $10,917+16.4% | $9,285+36.9% | $10,828+17.4% |