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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 | $69,933 | $92,743-24.6% | $82,744-15.5% | $134,532-48.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -28.84% | 946.63%-975.5pp | 702.22%-731.1pp | 418.27%-447.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,933 | $4,802-38.9% | $4,395-33.3% | $6,401-54.2% |
| Admin fee / account holder | $347 | $5,977-94.2% | $5,325-93.5% | $11,429-97.0% |