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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 | $58,206 | $100,203-41.9% | $85,240-31.7% | $145,897-60.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -11.04% | 84.28%-95.3pp | 66.75%-77.8pp | 552.29%-563.3pp |
| Employer contribution / active EE | $366 | $3,242-88.7% | $2,735-86.6% | $4,663-92.2% |
| Participant deferral / active EE | $5,742 | $5,299+8.4% | $4,527+26.8% | $6,689-14.2% |
| Admin fee / account holder | $30,639 | $7,265+321.7% | $6,165+397.0% | $13,390+128.8% |