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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 | $21,004 | $82,630-74.6% | $64,105-67.2% | $125,389-83.2% |
| Participation rate | 70.0% | 75.9%-5.9pp | 68.2%+1.8pp | 83.2%-13.2pp |
| Annual return | -6.18% | 1489.72%-1495.9pp | 791.24%-797.4pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,694 | $3,608-53.1% | $2,822-40.0% | $5,352-68.3% |
| Admin fee / account holder | $8,087 | $6,382+26.7% | $4,499+79.7% | $9,541-15.2% |