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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 | $5,795 | $76,785-92.5% | $56,441-89.7% | $145,959-96.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -13.92% | 3000.51%-3014.4pp | 1704.21%-1718.1pp | 561.95%-575.9pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,750 | $2,624+42.9% | $1,953+92.0% | $6,689-43.9% |
| Admin fee / account holder | $483 | $3,334-85.5% | $2,829-82.9% | $13,398-96.4% |