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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 | $16,960 | $88,778-80.9% | $81,844-79.3% | $145,884-88.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | -3.76% | 1033.03%-1036.8pp | 778.87%-782.6pp | 551.85%-555.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,636 | $4,648-21.8% | $4,323-15.9% | $6,690-45.7% |
| Admin fee / account holder | $1,972 | $8,430-76.6% | $7,355-73.2% | $13,392-85.3% |