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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 | $68,011 | $160,059-57.5% | $140,019-51.4% | $135,380-49.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -10.71% | 911.48%-922.2pp | 651.17%-661.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,061 | $6,420-83.5% | $5,605-81.1% | $4,779-77.8% |
| Participant deferral / active EE | $4,762 | $7,641-37.7% | $6,927-31.3% | $5,609-15.1% |
| Admin fee / account holder | $343 | $13,328-97.4% | $10,705-96.8% | $10,828-96.8% |