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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 | $14,589 | $92,743-84.3% | $82,744-82.4% | $134,532-89.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -23.65% | 946.63%-970.3pp | 702.22%-725.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,763 | $4,802-21.6% | $4,395-14.4% | $6,401-41.2% |
| Admin fee / account holder | $571 | $5,977-90.4% | $5,325-89.3% | $11,429-95.0% |