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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 | $9,420 | $92,743-89.8% | $82,744-88.6% | $134,532-93.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.45% | 946.63%-968.1pp | 702.22%-723.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,611 | $4,802+16.9% | $4,395+27.7% | $6,401-12.3% |
| Admin fee / account holder | $851 | $5,977-85.8% | $5,325-84.0% | $11,429-92.6% |