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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 | $21,334 | $78,694-72.9% | $67,652-68.5% | $125,389-83.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -31.84% | 9.46%-41.3pp | 6625.40%-6657.2pp | 282.24%-314.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,332 | $4,292+94.1% | $3,560+134.1% | $5,352+55.7% |
| Admin fee / account holder | $5,724 | $7,403-22.7% | $4,821+18.7% | $9,541-40.0% |