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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 | $92,684-89.8% | $82,706-88.6% | $134,509-93.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.45% | 945.84%-967.3pp | 701.76%-723.2pp | 418.13%-439.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,611 | $4,800+16.9% | $4,394+27.7% | $6,400-12.3% |
| Admin fee / account holder | $851 | $5,982-85.8% | $5,329-84.0% | $11,427-92.5% |