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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 | $100,550 | $88,585+13.5% | $69,884+43.9% | $134,532-25.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -24.58% | 442.80%-467.4pp | 190.81%-215.4pp | 418.27%-442.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,107 | $4,770+49.0% | $3,848+84.7% | $6,401+11.0% |
| Admin fee / account holder | $532 | $10,441-94.9% | $6,266-91.5% | $11,429-95.3% |