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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 | $17,930 | $148,582-87.9% | $135,942-86.8% | $139,456-87.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | -5.99% | 79.26%-85.2pp | 68.28%-74.3pp | 373.45%-379.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,925 | $8,101-2.2% | $7,759+2.1% | $6,711+18.1% |
| Admin fee / account holder | $3,108 | $12,402-74.9% | $10,764-71.1% | $11,407-72.8% |