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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 | $8,246 | $102,938-92.0% | $94,105-91.2% | $138,895-94.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -23.40% | 250.28%-273.7pp | 204.55%-228.0pp | 145.39%-168.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,926 | $4,196-30.3% | $3,881-24.6% | $6,396-54.3% |
| Admin fee / account holder | $3,593 | $6,600-45.6% | $6,199-42.0% | $12,562-71.4% |