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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 | $99,668-86.7% | $86,451-84.6% | $134,545-90.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -29.85% | 6789.61%-6819.5pp | 4398.51%-4428.4pp | 418.37%-448.2pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,711 | $7,249-7.4% | $6,953-3.5% | $6,401+4.8% |
| Admin fee / account holder | $1,682 | $8,377-79.9% | $6,734-75.0% | $11,431-85.3% |