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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 | $5,828 | $88,754-93.4% | $81,820-92.9% | $145,877-96.0% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | -43.49% | 1031.77%-1075.3pp | 777.93%-821.4pp | 551.28%-594.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,404 | $4,648-69.8% | $4,323-67.5% | $6,691-79.0% |
| Admin fee / account holder | $5,670 | $8,424-32.7% | $7,391-23.3% | $13,402-57.7% |