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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 | $15,541 | $138,102-88.7% | $125,381-87.6% | $134,532-88.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.59% | 750.73%-773.3pp | 572.31%-594.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,439 | $7,801-43.1% | $7,448-40.4% | $6,401-30.7% |
| Admin fee / account holder | $1,352 | $11,568-88.3% | $10,007-86.5% | $11,429-88.2% |