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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 | $16,018 | $106,551-85.0% | $91,225-82.4% | $134,532-88.1% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.2%+6.0pp | 81.2%-2.1pp |
| Annual return | -30.33% | 160.78%-191.1pp | 114.12%-144.4pp | 418.27%-448.6pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,018 | $4,718+48.7% | $4,233+65.8% | $6,401+9.6% |
| Admin fee / account holder | $6,111 | $6,234-2.0% | $5,422+12.7% | $11,429-46.5% |