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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 | $55,052 | $190,916-71.2% | $160,037-65.6% | $134,545-59.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -22.17% | 552.79%-575.0pp | 408.95%-431.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $19,307 | $6,925+178.8% | $6,184+212.2% | $6,401+201.6% |
| Admin fee / account holder | $597 | $10,497-94.3% | $8,716-93.1% | $11,431-94.8% |