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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 | $34,499 | $90,606-61.9% | $79,466-56.6% | $135,379-74.5% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -11.15% | 977.69%-988.8pp | 718.28%-729.4pp | 519.79%-530.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,048 | $4,050-24.7% | $3,704-17.7% | $5,609-45.7% |
| Admin fee / account holder | $1,248 | $5,895-78.8% | $5,104-75.5% | $10,828-88.5% |