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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 | $15,422 | $138,114-88.8% | $125,391-87.7% | $134,545-88.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.73% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,208 | $7,801-46.1% | $7,448-43.5% | $6,401-34.3% |
| Admin fee / account holder | $744 | $11,570-93.6% | $10,009-92.6% | $11,431-93.5% |