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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 | $15,306 | $100,938-84.8% | $90,461-83.1% | $158,982-90.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | -5.57% | 1727.20%-1732.8pp | 1294.76%-1300.3pp | 302.99%-308.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,956 | $4,350-55.0% | $3,964-50.7% | $5,983-67.3% |
| Admin fee / account holder | $1,978 | $6,510-69.6% | $5,617-64.8% | $11,252-82.4% |