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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 | $15,116 | $97,729-84.5% | $83,830-82.0% | $135,379-88.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -40.45% | 1287.52%-1328.0pp | 850.97%-891.4pp | 519.79%-560.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,833 | $4,683+24.6% | $4,082+42.9% | $5,609+4.0% |
| Admin fee / account holder | $4,138 | $6,674-38.0% | $5,479-24.5% | $10,828-61.8% |