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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 | $14,356 | $190,879-92.5% | $160,009-91.0% | $134,532-89.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -47.47% | 552.63%-600.1pp | 408.85%-456.3pp | 418.27%-465.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,329 | $6,924-23.0% | $6,183-13.8% | $6,401-16.7% |
| Admin fee / account holder | $4,615 | $10,495-56.0% | $8,715-47.0% | $11,429-59.6% |