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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 | $27,314 | $102,595-73.4% | $94,057-71.0% | $154,746-82.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | -5.22% | 583.42%-588.6pp | 480.62%-485.8pp | 172.34%-177.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,788 | $5,118+32.6% | $4,709+44.1% | $6,730+0.9% |
| Admin fee / account holder | $4,271 | $7,736-44.8% | $7,244-41.0% | $14,365-70.3% |