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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 | $111,830-89.0% | $93,696-86.9% | $145,884-91.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | -6.62% | 204.08%-210.7pp | 133.74%-140.4pp | 551.85%-558.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,280 | $4,920+27.6% | $4,417+42.2% | $6,690-6.1% |
| Admin fee / account holder | $2,374 | $10,249-76.8% | $8,287-71.4% | $13,392-82.3% |