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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 | $50,001 | $99,668-49.8% | $86,451-42.2% | $134,545-62.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -44.26% | 6789.61%-6833.9pp | 4398.51%-4442.8pp | 418.37%-462.6pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,111 | $7,249-15.7% | $6,953-12.1% | $6,401-4.5% |
| Admin fee / account holder | $874 | $8,377-89.6% | $6,734-87.0% | $11,431-92.4% |