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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 | $13,056 | $92,743-85.9% | $82,744-84.2% | $134,532-90.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.83% | 946.63%-970.5pp | 702.22%-726.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,148 | $4,802-13.6% | $4,395-5.6% | $6,401-35.2% |
| Admin fee / account holder | $5,701 | $5,977-4.6% | $5,325+7.1% | $11,429-50.1% |