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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 | $16,313 | $138,102-88.2% | $125,381-87.0% | $134,532-87.9% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-4.0pp |
| Annual return | -21.97% | 750.73%-772.7pp | 572.31%-594.3pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,432 | $7,801-30.4% | $7,448-27.1% | $6,401-15.1% |
| Admin fee / account holder | $543 | $11,568-95.3% | $10,007-94.6% | $11,429-95.3% |