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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 | $12,064 | $90,607-86.7% | $79,467-84.8% | $135,380-91.1% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -24.58% | 977.74%-1002.3pp | 718.30%-742.9pp | 519.81%-544.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,384 | $4,050+8.2% | $3,704+18.4% | $5,609-21.8% |
| Admin fee / account holder | $2,080 | $5,895-64.7% | $5,104-59.2% | $10,828-80.8% |