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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 | $95,555 | $150,442-36.5% | $136,295-29.9% | $147,585-35.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -31.37% | 1049.09%-1080.5pp | 5155.97%-5187.3pp | 578.56%-609.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,150 | $6,630+68.2% | $6,247+78.5% | $5,439+105.0% |
| Admin fee / account holder | $1,080 | $10,905-90.1% | $9,243-88.3% | $10,885-90.1% |