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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 | $34,527 | $190,916-81.9% | $160,037-78.4% | $134,545-74.3% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.0%+10.2pp | 81.2%+7.0pp |
| Annual return | -24.29% | 552.79%-577.1pp | 408.95%-433.2pp | 418.37%-442.7pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,307 | $6,925+106.6% | $6,184+131.4% | $6,401+123.5% |
| Admin fee / account holder | $2,590 | $10,497-75.3% | $8,716-70.3% | $11,431-77.3% |