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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 | $24,075 | $99,644-75.8% | $86,438-72.1% | $134,532-82.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.28% | 6787.26%-6813.5pp | 4397.19%-4423.5pp | 418.27%-444.6pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,280 | $7,247+55.6% | $6,952+62.2% | $6,401+76.2% |
| Admin fee / account holder | $1,469 | $8,375-82.5% | $6,733-78.2% | $11,429-87.1% |