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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 | $24,585 | $183,539-86.6% | $155,556-84.2% | $145,897-83.1% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | -6.95% | 61.31%-68.3pp | 64.84%-71.8pp | 552.29%-559.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,761 | $6,467-57.3% | $5,631-51.0% | $6,689-58.7% |
| Admin fee / account holder | $7,766 | $19,275-59.7% | $15,885-51.1% | $13,390-42.0% |