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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 | $89,439 | $82,678+8.2% | $125,391-28.7% | $68,490+30.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.23% | -5.97%-16.3pp | 572.41%-594.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,233 | $6,111+18.4% | $7,448-2.9% | $4,028+79.6% |
| Admin fee / account holder | $10,991 | $6,277+75.1% | $10,009+9.8% | $5,403+103.4% |