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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 | $9,519 | $96,691-90.2% | $86,656-89.0% | $139,487-93.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | -27.09% | 106.87%-134.0pp | 593.09%-620.2pp | 373.84%-400.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,477 | $4,838-7.5% | $4,439+0.9% | $6,713-33.3% |
| Admin fee / account holder | $2,885 | $6,414-55.0% | $5,619-48.7% | $11,407-74.7% |