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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 | $18,391 | $160,070-88.5% | $147,117-87.5% | $145,897-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -7.21% | 98.69%-105.9pp | 420.54%-427.7pp | 552.29%-559.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,994 | $8,419-52.6% | $8,065-50.5% | $6,689-40.3% |
| Admin fee / account holder | $3,000 | $15,035-80.0% | $12,993-76.9% | $13,390-77.6% |