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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 | $1,731 | $81,749-97.9% | $58,544-97.0% | $139,456-98.8% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | -51.60% | 7425.45%-7477.0pp | 4249.56%-4301.2pp | 373.45%-425.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,398 | $2,555-45.3% | $1,923-27.3% | $6,711-79.2% |
| Admin fee / account holder | $551 | $3,272-83.2% | $2,520-78.1% | $11,407-95.2% |