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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 | $46,155 | $138,114-66.6% | $125,391-63.2% | $134,545-65.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -46.84% | 750.88%-797.7pp | 572.41%-619.2pp | 418.37%-465.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,668 | $7,801+49.6% | $7,448+56.6% | $6,401+82.3% |
| Admin fee / account holder | $5,823 | $11,570-49.7% | $10,009-41.8% | $11,431-49.1% |