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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 | $23,182 | $138,072-83.2% | $123,549-81.2% | $135,382-82.9% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -9.33% | 153.69%-163.0pp | 119.20%-128.5pp | 519.77%-529.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,511 | $6,799-63.1% | $6,426-60.9% | $5,609-55.2% |
| Admin fee / account holder | $1,972 | $10,917-81.9% | $9,284-78.8% | $10,829-81.8% |