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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 | $3,257 | $84,551-96.1% | $61,452-94.7% | $134,532-97.6% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -27.75% | 585.39%-613.1pp | 338.96%-366.7pp | 418.27%-446.0pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,680 | $2,818-40.4% | $2,125-20.9% | $6,401-73.8% |
| Admin fee / account holder | $348 | $2,587-86.6% | $2,131-83.7% | $11,429-97.0% |