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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 | $30,347 | $90,607-66.5% | $79,467-61.8% | $135,380-77.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -31.44% | 977.74%-1009.2pp | 718.30%-749.7pp | 519.81%-551.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,171 | $4,050+126.4% | $3,704+147.6% | $5,609+63.5% |
| Admin fee / account holder | $6,011 | $5,895+2.0% | $5,104+17.8% | $10,828-44.5% |