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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 | $13,302 | $99,647-86.7% | $86,439-84.6% | $134,493-90.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -29.85% | 6784.13%-6814.0pp | 4395.55%-4425.4pp | 418.01%-447.9pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,711 | $7,246-7.4% | $6,952-3.5% | $6,400+4.9% |
| Admin fee / account holder | $1,682 | $8,373-79.9% | $6,732-75.0% | $11,425-85.3% |