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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 | $18,597 | $190,879-90.3% | $160,009-88.4% | $134,532-86.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -29.19% | 552.63%-581.8pp | 408.85%-438.0pp | 418.27%-447.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,480 | $6,924+94.7% | $6,183+118.0% | $6,401+110.6% |
| Admin fee / account holder | $403 | $10,495-96.2% | $8,715-95.4% | $11,429-96.5% |