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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 | $19,960 | $106,549-81.3% | $91,225-78.1% | $134,509-85.2% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -23.81% | 160.73%-184.5pp | 114.10%-137.9pp | 418.13%-441.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,609 | $4,719+40.0% | $4,234+56.1% | $6,400+3.3% |
| Admin fee / account holder | $1,317 | $6,234-78.9% | $5,422-75.7% | $11,427-88.5% |