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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 | $10,658 | $92,743-88.5% | $82,744-87.1% | $134,532-92.1% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -21.95% | 946.63%-968.6pp | 702.22%-724.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,756 | $4,802-0.9% | $4,395+8.2% | $6,401-25.7% |
| Admin fee / account holder | $1,000 | $5,977-83.3% | $5,325-81.2% | $11,429-91.2% |