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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 | $12,301 | $111,878-89.0% | $93,727-86.9% | $145,897-91.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | -6.62% | 204.28%-210.9pp | 133.83%-140.5pp | 552.29%-558.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,280 | $4,920+27.6% | $4,417+42.2% | $6,689-6.1% |
| Admin fee / account holder | $2,374 | $10,256-76.9% | $8,292-71.4% | $13,390-82.3% |