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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 | $20,713 | $97,729-78.8% | $83,830-75.3% | $135,379-84.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -17.97% | 1287.52%-1305.5pp | 850.97%-868.9pp | 519.79%-537.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,109 | $4,683+9.1% | $4,082+25.1% | $5,609-8.9% |
| Admin fee / account holder | $5,002 | $6,674-25.1% | $5,479-8.7% | $10,828-53.8% |