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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 | $15,320 | $92,766-83.5% | $82,763-81.5% | $134,545-88.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -23.83% | 946.97%-970.8pp | 702.45%-726.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,170 | $4,802+49.3% | $4,395+63.1% | $6,401+12.0% |
| Admin fee / account holder | $462 | $5,978-92.3% | $5,325-91.3% | $11,431-96.0% |