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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 | $108,326 | $160,040-32.3% | $147,096-26.4% | $145,877-25.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | -56.73% | 98.49%-155.2pp | 419.75%-476.5pp | 551.28%-608.0pp |
| Employer contribution / active EE | $22 | $5,289-99.6% | $4,936-99.6% | $4,663-99.5% |
| Participant deferral / active EE | $4,500 | $8,429-46.6% | $8,071-44.3% | $6,691-32.7% |
| Admin fee / account holder | $7,130 | $15,050-52.6% | $13,005-45.2% | $13,402-46.8% |