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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 | $17,223 | $106,551-83.8% | $91,225-81.1% | $134,532-87.2% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.2%-3.2pp | 81.2%-11.2pp |
| Annual return | -21.45% | 160.78%-182.2pp | 114.12%-135.6pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,125 | $4,718+72.2% | $4,233+91.9% | $6,401+26.9% |
| Admin fee / account holder | $2,911 | $6,234-53.3% | $5,422-46.3% | $11,429-74.5% |