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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 | $17,439 | $108,911-84.0% | $100,392-82.6% | $145,884-88.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -9.36% | 58.23%-67.6pp | 49.45%-58.8pp | 551.85%-561.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,336 | $8,459-1.5% | $8,090+3.0% | $6,690+24.6% |
| Admin fee / account holder | $3,710 | $9,698-61.7% | $7,904-53.1% | $13,392-72.3% |