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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 | $41,806 | $138,102-69.7% | $125,381-66.7% | $134,532-68.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -23.18% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,086 | $7,801+144.7% | $7,448+156.3% | $6,401+198.2% |
| Admin fee / account holder | $4,554 | $11,568-60.6% | $10,007-54.5% | $11,429-60.2% |