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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 | $40,492 | $39,798+1.7% | $67,704-40.2% | $59,633-32.1% |
| Participation rate | 79.4% | 57.4%+22.1pp | 67.5%+11.9pp | 68.7%+10.7pp |
| Annual return | -24.13% | 89.94%-114.1pp | 25.41%-49.5pp | 2041.45%-2065.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,665 | $2,335+14.1% | $3,585-25.7% | $3,192-16.5% |
| Admin fee / account holder | $7,175 | $3,212+123.4% | $4,255+68.6% | $4,297+67.0% |